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To: $Mogul who wrote (3562)10/21/1999 1:09:00 PM
From: puborectalis  Read Replies (1) | Respond to of 5529
 
FDRY flying...QP over soon..impressive today.



To: $Mogul who wrote (3562)10/21/1999 1:32:00 PM
From: puborectalis  Read Replies (1) | Respond to of 5529
 
NTRO..the next BSQR today..watch it...great earnings...real cheap.
From NTRO thread:
"To: mact who wrote (451)
From: CRUSADER4TRUTH Wednesday, Oct 20 1999 9:10PM ET
Reply # of 455

Conference call...was excellent. yes VODAPHONE+NT+AT+T et.al. revenues from each full deployment could reach 8 or 9 figures that $100M+ up from 5.2 provided Vodaphone AT+T and Broadnet along with a few others go with a full deployment...that's a huge RAMP up in REVS or REVVING up the revs...
as far as production ramp ups it's underway and going well...guess why they are "ramping up production...?

I have not gone over all my notes but, I was impressed with the #'s and the customers and the stages they are in along with the direction this company is
going...we'll have to wait to see what the street does but, I think the
accummulation time is over and now it's time to BUY! They did not dissappoint
in fact revs were much better than anticipated by 25%!

not enough superlatives to describe how I feel about the next 6 mos-12 mos.. I'm just glad to be here now.

folks like the aforementioned...are not competition they are behind the curve and as the CEO Gideon said Hey, there ain't no short-cut to what they do...so they in fact by his words are 4-5 years behind in man hours of technology and research...Also, I think he said Lucent has abandoned their project and has chosen NTRO's Ondemand to be their flagship product for Broadband wireless! just too much work to do when the product is already Here.

I'll try to put it all together later.

Let us not forget they are attacking the US as well for those so worried about business here. Remember they said LU will make NTRO the defacto std and of course we already know AT+T uses NTRO's equipment via Teleport Aquisition but, AT+T may want to fully deploy NTRO as well and who better than LU to supply them with the Answer...AIRSTAR 2.0"

C4T