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

To: Rob S. who wrote (777)	2/6/2002 9:56:47 AM
From: Rob Preuss	Read Replies (1) \| Respond to of 792

Interesting take on this... thanks. I have tended to view the ATT "Angel Project" as a service offering, not a product offering. NTRO is in the business of selling products, not services, so I saw this acquisition as a little weird. But you seem to view the ATT "Angel Project" as a product... maybe NTRO does too... still, I would have thought that NTRO has all the technology & know-how they need to reach the markets you mention - so I remain a bit skeptical that NTRO is getting much value for their money. Certainly the patent portfolio is worth something, but the value of a patent depends largely upon your ability to fight legal battles... and that's a function of money and size (which NTRO doesn't have, relatively speaking). Maybe you're right and this will turn out to be a smart deal for NTRO... but I'm still on the fence. NTRO management made one smart move to do an IPO when their shares were soaring, and they did a spectacular PR/hype job to get those shares soaring, its the basic reason they're still around today - but NTRO management has yet to prove (to me) that they can efficiently run the day-to-day operations of their business: making & selling fixed-wireless radios.