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: Return to Sender who wrote (317)	10/28/2000 1:38:59 AM
From: P314159d	Read Replies (1) of 360

From the UBS Warburg report on VRTA: one paragraph, I didn't like regarding NTPA: The one other measurable - but not nearly as significant as Westell - negative data point we see for Virata is Netopia (NTPA-$10-Buy). As we stated in previous First Calls, we believe there is a material risk that Netopia could fall short of our September estimates. Netopia reports on November 7, and Virata is the chip supplier. We estimate that Netopia is approximately 4% of sales. Netopia is heavily exposed to the D-CLECs, and we believe is unlikely to increase DSL revenue guidance going forward this time around.

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