OpenROUTE Networks, Inc. (OPEN), formerly Proteon (PTON) Message Board

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Technology Stocks : OpenROUTE Networks, Inc. (OPEN), formerly Proteon (PTON)

OPEN 6.260

+2.3%

3:59 PM EST

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To: Raymund W who wrote (83)	2/12/1999 6:11:00 AM
From: HEP_Ronin	Read Replies (1) of 139

Thread, Re: Conf Call After listening to the conference call, I came away feeling a lot better than I did after reading the rather terse news release. ----------------------------------------------------------- The inventory build-up they said is good since it consists of the newer products and could carry them thru the next two Q's. (Also aids in transitioning some of the manufacture to Singapore.) They have a "world class" management team. Company is well focused. It's in their internet related products where they see the growth. Some of the products have been certified (and purchased by) uunet, psinet. Some products are in the process of being certified. They think that break-even will occur with revs of 5.5 to 5.6 million. Book value is $.99/share. They expect to have a next-generation GTX product by summer. It's a fast-paced market. R&D, new products, etc. The kind of company that it is. (Lots of risk & reward.) ---------------------------------------------------- Well this is from my sketchy notes. Playback is only available until midnight. As posted above: 1 (888) 203-1112 , code 626595#. HTH HEP_Ronin

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