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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Big who wrote (10405)8/10/2001 1:03:08 PM
From: keithcray  Read Replies (1) | Respond to of 208838
 
Might want to watch NETE if it runs up.

12:32 ET Netegrity (NETE) 19.82 -2.65 (-11.8%): Sources at Buckingham Research telling us that NETE was the subject of a CFRA report published this morning; the note raises three issues 1) rising accounts receivables, 2) declining sequential revenue growth, 3) surprisingly strong gross margins... Buckingham defends NETE, labeling the report misleading; views weakness as an excellent buying opportunity.