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Technology Stocks : Netro Corp - (NTRO) -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (770)2/26/2001 6:52:45 PM
From: Bernard Levy  Read Replies (2) | Respond to of 792
 
Gross margins reflect the OEM approach used by NTRO to sell
its products. The key and only issue is whether the P-MP
market will come back next year, and whether NTRO will be
able to maintain its position against new P-MP suppliers
like Ensemble. Among BBFW US companies, TGNT and
ARTT are likely to go down. This leaves WCII and XOXO,
but both are likely to slow down Capex. Perhaps NTRO's
OEM agreement with Nokia might result in European sales.


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