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Saturday, March 31, 2007 7:53:32 PM
VYYO... a crap shoot...E on Monday BMO
I began looking at VYYO as a cynic (horrible fundamentals, extremly overvalued and no history of profits) and ended up becoming at least open to the idea that it has a *potentially* good story and product (its technology might help cable companies upgrade their existing infrastructure at a lower cost).
How to explain GS...well, Goldman Sachs either agrees with the latter presumption, or it is already in for so much money that they cannot afford to cut their loses at this point. Hard to say:)
Bottom Line: I am going to watch and wait for the numbers and *more importantly* the forward guidance.
If you are interested, I would suggest you read *both* these articles in their entirety, for a complete and balanced perspective.
http://www.thestreet.com/_yahoo/newsanalysis/techstockupdate/10346422.html?cm_ven=YAHOO&cm_c...
http://telecom.seekingalpha.com/article/30951
I began looking at VYYO as a cynic (horrible fundamentals, extremly overvalued and no history of profits) and ended up becoming at least open to the idea that it has a *potentially* good story and product (its technology might help cable companies upgrade their existing infrastructure at a lower cost).
How to explain GS...well, Goldman Sachs either agrees with the latter presumption, or it is already in for so much money that they cannot afford to cut their loses at this point. Hard to say:)
Bottom Line: I am going to watch and wait for the numbers and *more importantly* the forward guidance.
If you are interested, I would suggest you read *both* these articles in their entirety, for a complete and balanced perspective.
http://www.thestreet.com/_yahoo/newsanalysis/techstockupdate/10346422.html?cm_ven=YAHOO&cm_c...
http://telecom.seekingalpha.com/article/30951
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