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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (8892)	9/29/2001 12:17:38 PM
From: 16yearcycle	Respond to of 57684

Anindo, especially with the reminder last night of what can occur with too much debt, too little cash, poor margins and declining revenues,(At Home's bankruptcy last night), I am doing more research on Sons. At first blush,they seem to have no real issue with debt, and they are not quickly burning through the cash they are sitting on. However, in light of some scary stuff I just saw in their April report, I will be reviewing their filings over the last year. In the last 9 months, anything that can go wrong has, so someone like me who has typically taken a positive approach to what will happen, better be playing some defense. As long as SONS does indeed have a technology lead,almost no debt and plenty of cash and isn't burning through it quickly, it should be a grand slam. And if those things are true, maybe we can move on to discussing if it makes sense to believe they will maintain the lead they have, if the economy stays in trouble for years.

To: fedhead who wrote (8892)	9/29/2001 3:57:30 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Hi Anindo!!! Re Sons: here is a 5 minute (bullish) analyst brief on sons. vuwin.on24.com There are also a bunch of negative views but I am posting this one because he discusses some fundamentals, specifically: -current warning just pushed sons to cash flow negative -136mm cash, enough for 2 yrs -10mm in convertible debt (this analyst says "a little") I'm going to go over some prior quarters tonight - I'm a little concerned with Eugene Kearney saying something in April looked "scary". I'm also looking at onis like you ... haven't started with that one yet. My alternative play is to buy cien with a stronger financial position assuming these little guys get wiped out. Jnpr is another one, they haven't warned yet but maybe this week. Lizzie