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: michael_pdx who wrote (146)	10/24/2000 8:20:39 AM
From: Bosco	of 215

Hi all - I am long in ADAP, but I also see a bear case, even though I am cautiously optimistic, in addition what Michael has said. * uneven guidance * it has cash, but not a huge amount. PSR 3.5 is good but I think PEG is more important in this case * wireless is out of favor * growth is uneven * ADAP is doing the right things, in terms of vision and business model, but the downsize of vision is lumpiness of revenue and it is still in the shadow of gorilla That said, I believe ADAP and its technologies are very viable. To use a baseball metaphor, it is only in the 2nd or 3rd inning. There is plenty of room for improvement. Once its growth rate has become more predictable and its guidance is better, I believe the street will take notice. Unlike the optimistic people here, I really have no idea how far it can go, but I am hopeful best, Bosco

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