Tut Systems, Inc. (TUTS) Message Board

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Technology Stocks : Tut Systems, Inc. (TUTS)

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To: 2MAR$ who wrote (217)	8/13/1999 12:30:00 AM
From: Kevin Sullivan	Read Replies (1) of 293

Maybe I'm missing something but the stock's problems seem almost obvious to me: they were not chosen as the spec for HomePNA 2.0. Instead, their direct competition, Epigram, was selected. So, although they continue to get some 1.0 revenue from the 2.0 stream, it's an important loss of market leading position and bodes poorly for OEM deals, which is where the mass market lies. Does anyone else see this similarly? I have trouble believing the steady decline, starting about a week before this 2.0 selection announcement was published, is not the direct result of this loss in technical & marketing standing. The added pull of the recent market slide exacerbated the trend but the trend would have been there in any case, IMHO.

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