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Technology Stocks : Tut Systems, Inc. (TUTS)
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To: Wizard who wrote (284)11/29/2000 4:21:09 PM
From: Joe Donato  Read Replies (1) of 293
 
Thanks wizard. Assume what you say is true, how much discounting into the stock price is that worth? Things may be slowing relative to previous expectations, but 5 years from now where will broadband be? The strong will survive to be stronger - won't they? The market that TUTS serves will be where? If you build a building today, do you provide broadband services to your tenants? If you own a building that has already been built, do you retro-fit to provide broadband? I think the answer is that yes - and maybe Im a permabull, but this is a big market and TUTS is just scratching the surface. Things could slow a lot between now and next year, but TUTS market is still huge. Well, this is the stuff of investing - isn't it. Always greed vs. fear. I suppose the stock could still sell off quite a bit, but to me a company whose growth slows from 300% per year to 100% per year, and whose stock is at a discount to book, etc.. Is a fairly safe bet. My confidence goes way up the longer out you look. Your thoughts?
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