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: Mr. Miller who started this subject	11/15/2000 10:36:49 AM
From: SafetyAgentMan	Read Replies (1) of 360

<font color=red>NETOPIA PRESENTS BULLISH OUTLOOK IN NYC MEETINGS NOVEMBER 15, 2000 NETOPIA, INC. (NTPA $7 1/8) RATING: ACCUMULATE PRICE TARGET: $14 NETOPIA PRESENTS BULLISH OUTLOOK IN NYC MEETINGS Netopiaís management team was in New York this week presenting at a conference and meeting with investors; the companyís presentation was broadcast and the replay is available. The recently announced partnership with Ericsson will likely bode well in fiscal 2002. Recent deals with SBC Communications and Verizon Communications on the parts of Covad Communications and NorthPoint Communications, respectively, should help re-accelerate revenue growth in coming periods. Despite the lack of a large partner, Rhythms NetConnections continues its robust installation ramp. We believe Netopiaís guidance offers the room for upside surprises; we also believe the stock is attractively priced. Netopiaís management team was in New York this week presenting at a conference and meeting with the investment community. The presentation was upbeat and the company was able to offer some insight into what things look like at Netopia since the end of last quarter. Despite recent market activity, it appears that company morale remains strong and that the majority of the employees continue committed to the mission of bringing next-generation services and products to the small business environment. The current state of the companyís stock can be seen as a two-edged sword as it will likely use these levels to grant new options at more attractive levels. We believe turnover has been quite low in the face of the difficult conditions facing Netopia. In terms of its customer base, we believe the recently announced deals with SBC Communications (SBC, $57 5/16) and Verizon Communications (VZ $55 3/4) on the part of Covad Communications (COVD $5 3/8) and NorthPoint Communications (NPNT $5 3/8), respectively, will help the company re-accelerate its revenue in coming periods. Through discussions industry sources, we are also led to believe that Rhythms NetConnections (RTHM $1 11/16) is doing very well in its circuit installations this quarter. Jato Communications, of course, continues to struggle and has apparently hired investment bankers to help resolve its difficulties in securing financing. The Netopia team is confident that it will be able to collect on the $1.9 million that it is owed by Jato at some point over the coming months, but is unwilling to bank on this payment. Clifton Gray Data Networking Equipment 212-292-8141 cgray@kbro.com

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