NTPA - Netopia, Inc. DSL hardware provider Message Board

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Technology Stocks : NTPA - Netopia, Inc. DSL hardware provider

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To: Techplayer who wrote (318)	10/20/2000 7:47:02 AM
From: Gopher Broke	Read Replies (1) of 360

What does NTPA have that will keep it from doing what CMTN just did? NTPA are focused on the business customer side of the loop, selling IADs with value-add features such as auto configuration, dial-up backup. They should be protected to some extent from the commoditization of DSL hardware by their product differentiation. They are also leveraging their IAD associations to build up a small, but increasing, monthly revenue stream from their web-hosting software arm. Having said that, in this market if there is any signs of weakness in their forecast they are also toast :^(

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