Also dont forget the other stuff happening behind the scenes.
For example, the Vulcan fund established by NETA last year. This venture capital fund is presumably investing in various interesting
technologies. Sooner or later, one of them might pay off, either in a public offering or in a product that NETA can buy or license, and then flog. Its obvious that the link between DirectWeb and NETA is a strong one (ownership??, executive team, etc.), and perhaps there are others. Hopefully the 10K/Q will tell all!
Anyway, my point is that all the stuff we actually know about this company more or less works, and if the 18% hiccup in sales can be fixed, we will have no complaints. BUT there is also all the stuff about the company that has not been announced yet, yet forms part of the 14% of sales they spend on R and D, or the balance sheet stuff like the Vulcan fund. The McAfee.com IPO, and so on. Do I know what it all means? No. But this is not a company likely to fade into some sort of third rate non-existance just because of a 1 quarter miss.
AT: on another note, you have complained about financial shenanigans like stock options instead of salaries, and hiding of IPR&D. How about moving R&D expenses from the income statement to the balance sheet by forming a "startup" to do it and funding it from the Vulcan fund? Just a thought.
I am now asleep. If you have been reading my babblings, perhaps you are too!
Elephant.
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