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Technology Stocks : Clarent Corporation (CLRN) -- Ignore unavailable to you. Want to Upgrade?

To: Craig Bartels who wrote (192)	4/20/2001 10:07:37 AM
From: G_Barr	Respond to of 202

I agree Craig. Not much to complain about here. They came through with a nice quarter showing 15% sequential growth in a quarter when most tech companies had their revs fall off a table. Of course, CLRN's stock stock has been punished like companies that had their businesses fall apart. I see it got a downgrade by prudential to hold today and its down big again. I'm not sure what I'm missing here. The cash burn and most of their reported loss is from increased R&D and sale and marketing which together were close to $40 million for the quarter (compared to $33.6 last quarter and $15 million last year). I guess they figure since they have the cash they should use it on R&D and marketing. I don't follow Sons much as it has never seemed to be at reasonable valuation, yet there reveneue growth and wins with big US carriers is pretty impressive. Yet it seems that CLRN has had success going after somewhat different markets in asia and has put up its own impressive results. Still trying to figure out why it gets no respect.