Replies to post #9447 on The Black Box

[optionkid]

I doubled, doubled down on MANU and NTAP on the way down and it turned out pretty well :)

[dieselfuel]

Wahz, thank you again, for your insight.

I like NENG long term. I'll be buying more, probably on Monday.

[RCKS]

Thanks wahz for the NENG updates very helpful.
steve

[wahz]

Although I haven't tallked to management yet, the others who have are conveying a story and numbers that make sense.

Neng should still have a 50 million q within 4 to 5 quarters. Within 7 q's after that, I think they will have a 125 million q. Bottom line, my wag is that it should be at a 500 million rev run rate 3 years from now, and could sell at 3x revs, easy. That's still that same target.

If my call with them Monday feels ok, I am obviously going overweight on this one

This is all just mo, and I would encourage everyone to read through any and all materials they can get on this one. It has been unpleasnt this week at best and I could well be wrong about their future