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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (19820)	8/16/1999 10:13:00 AM
From: Mr. Big	Read Replies (1) \| Respond to of 43080

EXDS running. Long ABOV.

To: LastShadow who wrote (19820)	8/16/1999 11:58:00 PM
From: AlienTech	Respond to of 43080

Surprised JNPR flew while this one didnt.. They get 60% of revenues from CSCO. And is actually profitable. Ops okay thats it.. Not for me.. Seems like they had 10 mil in profits.. eeek.. NTCT Designer, developer, manufacturer, marketer of an integrated family of products for managing the performance of computer networks and important business software applications. CEO: Anil K. Singhal CFO: Charles W. Tillett Filed on: 4/22/99 Ticker: NTCT Price: $11 -------------------------------------------------------------------------------- SIC 7373 State of Incorporation DE Employees, Full-time\|Part-time 231 Fiscal Year-End 3/31 Revenue $67.6 Mln (FY 99) Net Income $10.3 Mln Lead Underwriter DEUTSCHE BANC ALEX BROWN INC Est. Offering Amount 33000000 -------------------------------------------------------------------------------- RECENT NEWS 8/12/99 The company began trading. 8/11/99 The company decreased its price from $14-$16 to $11-$12 and decreased its number of shares from 4,000,000 to 3,000,000. 8/11/99 The company priced at $11 for trading next day. 7/20/99 The company dropped CS First Boston from underwriter list. 7/20/99 The company set its price to $14-$16 and set its number of shares to 4,000,000. 6/3/99 The company changed its symbol from NSCT to NTCT. 4/22/99 The company filed for IPO. Competition The market for our products is new and rapidly evolving, and is expected to become increasingly competitive as current competitors expand their product offerings and new companies enter the market. Our principal competitors include a number of companies offering one or more solutions for the network and application performance management market, some of which compete directly with our products. For example, we compete with probe vendors, such as Hewlett-Packard, providers of network performance management solutions, such as Concord Communications and Micromuse, providers of application performance management solutions, such as International Network Services, and providers of portable network traffic analyzers, such as Network Associates. In addition, leading network equipment providers could offer their own or competitors' solutions in the future. We believe that the principal competitive factors in the network and applications performance management solutions market include: - product performance, functionality and price; - name and reputation of vendor; - distribution strength; and - alliances with industry partners.