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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 (153)10/24/2000 12:52:19 PM
From: All Mtn Ski  Read Replies (1) of 215
 
KEM may have problems. They don't do CCs, so they can't explain further what was in their release. KEM said in the release that material costs are going up 60% and they "hope" to pass it off to their customers. It was also unclear what type of revenue growth they were expecting, sequentially or for the full year. I like CCs, and that fact that KEM refuses to do one, shows a total lack of interest in communicating with their investors. I sold KEM today.

ADAP does do CCs, and I was encouraged by what was said. I am hanging on to my ADAP, and if it gets really ugly, I'll buy more.

Cheers,

Tom
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