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Technology Stocks : NetVantage (NETVA) -- fastest growing switch co.

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To: ernie de la fuente who wrote (174)10/15/1997 8:41:00 PM
From: Alfonse Rossi   of 278
 
Perhaps, but with the steep price erosion in their space (Cisco annoucing a 50% drop in price last week) that it may not be the type of market most of the obvious candidates would want to get into. They do have cash, they need to either get aquired or spread out into a different product with perhaps a different model and channel thats profitable to take the make up for the losses. I cannot see them driving the loss per qtr story for more than another qtr or 2.

Alphonse
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