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Technology Stocks : New Era of Networks (NEON)
NEON 2.010+2.6%3:59 PM EST

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To: timroy who wrote (705)7/20/1999 4:55:00 PM
From: ----------  Read Replies (1) of 1222
 
Great News release.

The IBM link is intact, perhaps even stronger. Sounds like
a classic example of "got too big too fast" and expenses overcame
income.

Revenues were up nicely, but operating expenses were, indeed, up
@ 3x what revenues were.

While I'm certainly FAR from being a financial analyst,IMO this appears to be more of a short-term problem than a real change in the long term prospects of the company.

Regards,

Doug
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