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Technology Stocks : New Era of Networks (NEON) -- Ignore unavailable to you. Want to Upgrade?

To: T-Lo Greens who wrote (1181)	11/21/2000 4:10:49 PM
From: Paul Viapiano	Respond to of 1222

I'm afraid lack of liquidity is not the reason for the slide today...this was the highest volume day of the past year. Looked like institutions dumping left and right. A downgrade as well as possible revenue recognition problems and possible improprieties being alleged...that is a big whammy... No one knows how to value this company, that much is clear. Look at a 2 yr chart and see what I mean...watch to see if the CEO acquits himself well in the conference call... I personally have had much faith in this company but have not traded it since February when I sold near 70...but I could see where investors would throw up their hands (or lunch) and say "Enough is enough!" Paul

To: T-Lo Greens who wrote (1181)	11/21/2000 4:13:33 PM
From: notblake	Read Replies (1) \| Respond to of 1222

the difference is the magnitude. we're talking 1/3 of Q3 license revenues. that's a hell of a lot of software for these startups- all jammed into 1 quarter. it just looks really bad. they did not address this in the conf call and didn't in subsequent investment conferences. you have to be up front about this kind of thing and not just sneak it into the 10Q. i'm pissed as hell too. my anger is directed at the company though- not at the only person who actually took the time to read the 10Q. how else could he interpret it? it's pretty cut and dried. given the circumstances surrounding the revenues, 'questionable' is exactly what they are. back them out and see how big their miss would have been last quarter. huge. doesn't take a lot of contemplation to see what is going on here. a f*cking shame; as i have been a big supporter of this company and recently added at $15 1/16. i cannot imagine a good spin to this. i hope they can do it; but i'm dubious. we'll see in an hour.