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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