The Question and Answer Board

[Mark Marcellus]

The company has 500M in debt (something a good software company should never need, IMO) and has negative earnings. Cash flow from ops popped up a bit this year, but I'm still at a loss as to what makes this attractive vs. other beaten down software stocks such as ORCL or MSFT.

I hate being a gloomy gus, but like NW I'm not seeing much that looks like a bargain. Having said that, I did buy some NOK today. Short term, their business will probably stink, but I think they're a real strong bet for the long term.