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Technology Stocks : Natural Microsystems [NMSS]
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To: Toby Zidle who wrote (37)5/19/1998 8:52:00 PM
From: robert burr  Read Replies (2) of 308
 
I reluctantly bailed after it crossed 25 on the way down. I, too, am puzzled by the magnitude of the breakdown. I've been back over the quarterlies and annual and the picture still looks good. I do not see a change in fundamentals to account for this. I think the possibility of federal regulation of this technique of communication is not sufficient to account for what's happened. I commute by their HQ every day and see no evidence of slowdown.
I'm going to keep an eye on NMSS and am prepared to get back in. Unless there is something that has happened to this company we are not privy to, I don't see any reason not to expect recovery in the next few months as more data becomes available. I will wait for the data, though. Bob Burr
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