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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?


To: Darren DeNunzio who wrote (2634)4/17/1999 12:36:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 3178
 
Thanks, Darren. I knew that your personal investigations into this space would of value here. Frank



To: Darren DeNunzio who wrote (2634)4/18/1999 8:24:00 PM
From: Charlie Yang  Read Replies (1) | Respond to of 3178
 
Darren,

Thanks for your views and opinions re NMSS. Your points are perhaps why NMSS was once a $50 stock last year and now traded at $4. These issues are known and I'd add the most significant reason to the stock price is their recent earnings.

However, given NMSS' $2+ per share cash position, management seems understand their problems and are trying to fix them, their OpenTelecom initiatives, CompactPCI work with Cisco, Fusion3 deal with Siemens, insiders buying, and plus, I mostly respect the company's cofounder Brough Turner whose monthly columns on CTI Magazine are well written and insightful. The further downside risk to own NMSS at this level is very small as compared to huge potential via possible turnaround in the near future. After all, NMSS is one of the top vendors in its fields and institutions owns over 70% until recently.

Thanks again and happy investing,

Charlie