Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : InterSpeed Inc-(ISPD) -- Ignore unavailable to you. Want to Upgrade?

To: lazarre who wrote (217)	8/8/2000 3:16:45 PM
From: TH	Read Replies (1) \| Respond to of 223

lazarre, Actually I have been in and out with some trading shares. Overall I am only down a few K if we close in the mid 12 range. I was in early and pretty cheap. Still I don't like watching it go up and down, and then having the regret of not selling on the spikes. As for the tech, well it appears that the all in one solution i/p based is attractive. Its really about having the sales, and ISPD has struggled here the most. They cut all kinds of poor deals and lose margin along the way. The management is not first rate, and the top guy is no front man. He made the street pretty mad last earning call and they all downgraded ISPD the next day. It was more about the lack of details as the progress on sales was pretty good. Hopefully they are learning. As for TUTS, well it has been on a tear. TUTS lost some market to ISPD from their customer Darwin. Darwin is using ISPD for the wireless apps and you would think if TUTS had any product at all that would have fit the bill, then Darwin would not have gone to the trouble to validate and manage another supplier. A good sign for ISPD that the tech is sound, at least for that app. Have a good one and good luck. TH