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Technology Stocks : LARSCOM......A Less Risky IPO (LARS) -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (792)	4/7/1998 3:49:00 PM
From: Steve Robinett	Respond to of 990

Jeff, <<And a reason why we should expect (not hope for) some improvement [in the growth rate]?>> Internet growth over the next several years and the network management requirements of that growth--integration legacy and leading edge network components--is expected to grow at something like 30% minimum over the next few years, reason to expect LARS core business to prosper. <<Was it [LARS] indeed a castoff from Fore and if so why?>> I may be wrong but I though NetEdge was a stand-alone ATM business. Best, -Steve

To: jeffbas who wrote (792)	4/9/1998 1:16:00 PM
From: joseph burns	Read Replies (1) \| Respond to of 990

Has anyone notice that Larscom has the highest accounts receivables in the company's history. And the adjustment in earnings for this year was only after the NetEdge acquisition, which eventually will start to pay off dividends. I can only think that at this level Lars is a very good buy with much potential. I look forward to the earnings release next week to see just how revenue is going (my guess is 24-25 million for the quarter) and earnings, which Lars is usually right in line or slightly higher with (given the company's track record).