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Technology Stocks : Netopia: FARALLON...begin 2 watch for pot. bottom ahead

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To: Samuel J. Bennett who wrote (12)11/11/1997 3:31:00 PM
From: Dirk Dawson  Read Replies (1) of 14
 
Anyone know anything about this speculation by Don Crabbe:

"TipWorld - tipworld.com
The Internet's #1 Source for Computer Tips, News, and Gossip

Proudly presents:
Don Crabb: Crustacean-at-Large
----------------------------------------------
And now for today's gossip...

You Read It Here First

By the time you read this, it will all be over but the screaming. The
die will be cast, the gamble taken, the stick stuck into the ground.

By the time you read this, Farallon Computing, makers of such
quintessential networking products as the Netopia ISDN-to-
Ethernet gateway and the EtherWave Ethernet extenders will have
announced what they plan to do when they grow up!

Ha, fooled you, didn't Herr Krust?! You thought the Carapacious
Reporter was going to tell you all about the big doings at Apple
Computer. All about its big dog-and-pony show at the Flint Center
at DeAnza College in Cupertino, California, at 11 a.m. today. But
there is no need for that story, dear reader, since the
Crustomaniac already spilled those beans last week!

(Hey babe, this is a gossip column. The Oracle at Shellphi and his
Watery Minions never rest their claws in the continuous search for
the hot news before it happens.)

Anyway, back to Farallon. While Apple is hogging the media's
attention today, Farallon prez Alan Lefkof will be discussing the
company's outlook with Crusty and other journalist types (note to
Farallon PR: bad timing). But thanks again to the Watery Minions,
you'll know ahead of time that Farallon is doing very, very well
indeed. According to Lefkof, "We are pleased with our
accomplishments this quarter. Our ISP partnerships continue to be
an outstanding foundation for Netopia revenue growth. New
contracts with Bell Atlantic, Northwest Nexus, and Epoch are
excellent examples of momentum for the Netopia Internet routers.
Over the next six months, we expect several of our ISP partners to
offer the next version of Netopia Virtual Office software, which
includes ISP hosting services."

To that end, Farallon will today be announcing a slew of new ISP
partnerships and small intranet products designed to put the
company in the driver's seat of the SOHO and small-business
markets. One Farallonite even went so far as to say that "Farallon
is going to merge with its largest ISP as part of these ventures."
How surprising if that's true, The Crustacean opines--another ISP
merging with another networking hardware company!

****
The Crusty One's opinions are his own, and do not necessarily
reflect those of TipWorld's Editors, PC WORLD Communications,
Inc. or IDG Communications, Inc."

Dirk Dawson
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