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Tuesday, December 21, 2004 1:34:34 PM
Seems management is much more aware of the pps situation then i suggested. And this really is a new neom. This Triton thing has been brewing a long time, and bodes extremely well for Neom. In fact, i'd say this is a phenomenal indicator. First in terms of revenues; we're really building toward a revenue model that will support a much higher market cap. Second, in terms of the value of the company as a whole to a potential partner/buyer such as google or microsoft. Eventually, my guess is neom will spin off the micropaint division to dupont, and continue this retooling toward a true tele-tech giant.
Many of you are much more savvy on the BSDS situation than me (in the past i've asked many times why this is a good acquisition for them, and i've been answered many times) and i'd love to hear more from those of you who are expert on it (remember how fastcash kept claiming this would never ever happen, that neom could never get this merger off the ground, etc?)
We're on a new road here, in 2005 this company is going to make one heck of a name for itself. I'm much less concerned by the pps at this moment than i was two hours ago. Any sell-off now would be foolish, IMO. Companies on the way down do not acquire key components and revenue generators such as triton; companies trying to fatten themselves up for Google or microsoft, however, do.
Best, and thank you management,
Joe
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