Stratos (STLW) Update

Posted on August 21, 2006
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STLW investors should listen to Stratos’s latest earnings conference call, which can be accessed by clicking here.
The call provides a good summary of why we think the stock has low risk at current prices, and significant potential upside should the company report positive earnings sometime over the next 12 months. (Note: The company is already […]

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ActivIdentity (ACTI) Update

Posted on August 17, 2006
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We just had a chance to listen to ActivIdentity´s latest conference call. All in all, we are impressed with the company´s focus on minimizing cash burn, and driving the business to profitability via continued costs cuts and new revenue generating initiatives. Management is forecasting decent revenue growth next quarter and expects to reach cash-flow positive […]

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Network Engines (NENG) Update

Posted on August 14, 2006
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For interested investors in NENG, who might be worried about the company´s reliance on Microsoft security products, we think the following articles, regarding Microsoft´s acquisition of Whale Communications and  the expected release of ISA 2006, will be of interest.
Click Here for a press release from Microsoft.
Click Here for an article from InfoWorld.
Click Here for […]

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IIP: Notes from the 10Q

Posted on August 9, 2006
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What follows is brief summary of my thoughts on IIP, after reading thru the company´s recently filed 10Q.

Internap (IIP) is one stock that has, to date, worked out exactly as I predicted. I recommended the stock late last year, on the premise that this chronic underperformer would appreciate significantly in 2006, as the company finally […]

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NENG: Notes from the 10Q

Posted on August 9, 2006
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This post summarizes some facts from Network Engine´s (NENG) most recent 10Q for the quarter ended June 30, 2006.

What I found most interesting was that the company´s OEM division reported rapid growth both on the top-line and the bottom-line. Specifically, sales in the OEM division were up over 30% year-over-year and about 15% quarter-to-quarter (the […]

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Network Engines Making Progress

Posted on August 4, 2006
Filed Under NENG | Leave a Comment

Network Engines (NENG) remains the biggest loser among our stock picks this year, but after finally listening to the company’s latest earnings conference call, I remain bullish on the stock and believe that the shares still offer an attractive risk/reward ratio at current prices.

What’s the source of my optimism? There was not one question […]

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