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Technology Stocks : Netro Corp - (NTRO)

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To: bh who wrote (119)8/26/1999 12:44:00 AM
From: mact  Read Replies (1) of 792
 
if the money was smart, they should and would buy ntro...the ramp-up was abit sooner than i expected, but i expected...this is a pure wireless broadband play...this field will ultimately win the war versus cable and dsl IMO...makes sense in the future with technology improvements we will move away from landlines....but it might take 10-20 yrs to clearly dominate this sector....also, the backbone players are cycling right now...first the first tiers exploded(ie-rbak,cmtn,jnpr,brcd)...then the second tier followed(ie-zoox,ffiv,nxlk)...now its the third tiers turn(efnt,pdyn,ntro...and i loosely include phcm and ntop)...while most will sell after this run-up, i would look more long term than a week...i personally dont know of a top third tier broadband backbone player selling for less than $50....IMO even a fourth tier player like cmto will ramp up now...i think we'll see 60-70 by christmas....jmho.

mact
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