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Technology Stocks : NTPA - Netopia, Inc. DSL hardware provider -- Ignore unavailable to you. Want to Upgrade?

To: zax who wrote (345)	4/27/2001 4:54:33 AM
From: Gopher Broke	Read Replies (2) \| Respond to of 360

This stock is down at cash value, and half of book value. Management indicates the company is "not now draining cash". They have been refocusing on ILEC market and sales remain solid despite the disasters with CLECs. Surprisingly, if you take the downturn in software revenues out of the picture, the remaining revenue streams look very healthy. Some custmers have gone broke and yet their broadband revenues actually grew quarter to quarter! Margins declined a bit, but 47% is still good and Netiopa does not see it declining below 45%. Netopia looks like a great buy to me at this point. Comments?