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Technology Stocks : Tut Systems, Inc. (TUTS) -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (282)11/29/2000 3:59:24 PM
From: Joe Donato  Read Replies (1) | Respond to of 293
 
Q4 and 1H 2001 haven't changed at all. The perception may have changed, but nothing fundamental has changed from yesterday to today - except the stock is down >30%. A huge company like CSCO, IBM or INTEL may have trouble growing at huge rates if the overal economic activity slows down, but a little company like TUTS can still grow at huge rates. Selling at a discount to book, and a slight premium to cash, plus being the leader in a fast emerging market seems to me to be too good to pass up. Please tell me what am I missing?



To: Wizard who wrote (282)11/30/2000 12:03:54 PM
From: FIFO_kid2  Respond to of 293
 
ISLD still carries some long term debt which must be factored in to that cash figure. LQID and TUTS are relatively debt free. Concerning LQID and TUTS you must consider the burn rate and the future of their businesses before deciding. Personally, I believe betting on DSL penetration seems to be a less risky proposition than the future of MP3.


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