Adaptive Broadband (NASDAQ:ADAP) Message Board

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Technology Stocks : Adaptive Broadband (NASDAQ:ADAP)

ADAP 0.0502

-1.2%

Oct 31 9:30 AM EST

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To: pass pass who wrote (140)	10/18/2000 8:38:46 PM
From: Mark Oliver	Read Replies (1) of 215

Yes, orders seem to be good, but I suppose there is some fear about customers getting the money together to pay it all with rising interest rates, currency issues and increasing costs of spectrum. I thought it may have been important when Lucent said thhey had to raise their loan loss reserves. It seemed to imply something. Regardless, the market for this type of product seems to great to ignore. Eventually, it would seem like these contracts and other should emerge with revenue and earnings that make ADAP a good investment. Once tax loss selling is over, we should see money coming back. Netro reported after the close and broke even verses an estimated loss of (.03). That should be positive, but I havn't heard the conference call yet. This company seems to be doing much better than ADAP. Certainly the institutional holding are impressive. Regards, Mark

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