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Technology Stocks : Netro Corp - (NTRO)

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To: Junkyardawg who wrote (625)1/27/2000 11:27:00 PM
From: Hal Rubel  Read Replies (1) of 792
 
Netro is also my largest holding. I was impressed with the conference call content.

Especially:
1) That the burn-rate was characterized as being right on target,

2) That the sales force will be doubled from the current 12 to 24 this quarter,

3) That cost reduction was getting special emphasis,

4) That they are shipping real product (not prototypes),

5) That next quarter will generate the same steady progress,

6) That respectable major companies have already chosen to manufacture their products for them,

7) That Lucent and Siemens count on NTRO for product,

8) That Lucent and Siemens account for only half (not all) of NTRO's sales, and

9) That, while there there is some local competition, there is as yet no global competition out there for NTRO.

I am also impressed that this is not just any market that NTRO is in. This is the most dynamic portion of the most explosive market on the planet for at least the next 3 - 6 years with NTRO up and running ahead of the pack and doing so on all cylinders.

What more could one ask? Good Night and Sweet Dreams!

Hal
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