Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Tut Systems, Inc. (TUTS) -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (135)	2/25/1999 4:18:00 AM
From: Don Wellington Jr.	Respond to of 293

Wow! I hope this paste of a url works. TUT, apparently, is second-to-none in relationships, in the technology corner. Broadcom has patents that exceed believable! Someone with knowledge, please elaborate. Thanks. go2net.newsalert.com

To: Scrapps who wrote (135)	2/25/1999 7:44:00 PM
From: Dakota Sullivan	Read Replies (1) \| Respond to of 293

From CBS Marketwatch today. Sorry I don't know how to do link, so I'll just cut and paste. From article about high multiples on CSCO and LU compared to "value" plays in infrastructure such as TUTS: For those investors unwilling to pay Cisco or Lucent prices, Woo recommends focusing on companies with a smaller revenue base, a unique product line that doesn't compete with older-generation network equipment, an immature industry and few competitors. Among the companies that have been successful with this model, Woo cited Broadcom Corp. (BRCM), Rambus Inc. (RMBS), and Tut Systems Inc. (TUTS). Woo advises investors to watch other up-and-coming private companies that might be in play in the next couple of years: Juniper Networks Inc., AVICI Systems Inc., Argon Networks Inc. and Torrent Networking Technologies Corp. Woo offers these names with a caveat: many startups never go public because they're snapped right up by a large, publicly-traded suitor. Whichever way you choose to go, analysts agree the network/telecommunications equipment industry is as hot as ever because it capitalizes on the world's craving for information.