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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (56558)10/16/2000 4:12:09 PM
From: Logain Ablar  Read Replies (1) | Respond to of 63513
 
JXM

Yes 10 months. She just gave her Dad a great cold.

Not to rationalize ENTU because its still too early in its and its segments growth but it has similarities to CHKP two years ago. Inconsistent revenue and earnings and the market hates uncertainity. Once CHKP was able to give good guidance (meaning with consistent revenue growth) its stock took off.

ENTU has had good press this last quarter but it can still take a couple of quarters before the partnerships start to show up on the bottom line. One of the problems with small companies. When / if they become bigger by gaining market share / acceptance the winners are more consistent. So the jury is still out if they will become a king but they do have a good balance sheet.

Tim