Netopia: Farallon Communications Message Board

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Technology Stocks : Netopia: Farallon Communications

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To: SafetyAgentMan who wrote (493)	6/3/1999 3:28:00 PM
From: Gopher Broke	Read Replies (1) of 522

Have you read the interview with Lefkof? For example, he says <<But if I were to make a prediction, in the next 18 months DSL is on such a hot growth rate that it will definitely fuel a lot of the top line growth. The Web site and e-commerce are very strong medium and long-term growth factors because they bring in recurring revenue and fuel the profit line. But DSL is probably the most exciting thing going.>> The interview was overall pretty bullish. But I don't think that the analysts have changed their estimates since NTPA was trading at $8. Believe who you will, but my money is on the CEO knowing more about where his revenue is coming from than the analysts do.

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