SteveCon, we always talk fundamentals. You are just too busy being psycho to notice.
Also, you gotta get your analyst information from somewhere other than yahoo as it's dated.
Quick, what's Blaylocks price target? Obviously by your last post you dont know.
Also did the analysts that cover ntp state that they would be revising upward on an mso announcement?
What do you think of these thoughts from one of the analysts and who wrote them?
We believe cable telephony business offers opportunity for growth
– we anticipate a revenue contribution beginning in 2004 and
revenues of over $133M by 2006, accounting for about 44% of total revenues. Gross margins for this business are expected to be in the same 40-45% range as the Company’s core businesses. Strategic relationship with Liberty Media provides access to approximately 20M international cable subscribers.
A significant catalyst in support of our thesis and for driving movements in the stock would be an announcement of an agreement with one or more cable operators to outsource NTOP’stelephony solution. We expect an announcement by the end of fiscal 2003 (July, 31, 2003)conference call.
Core businesses are stable and gaining traction. Both International Communications Services (ICS) and Domestic Retail Sales units have gross margins greater than 40% and are on track toward profitability. We project revenue growth from these businesses of about 17% CAGR (2003-to-2008).
The Company has deemphasized/exited businesses that generatedhigh revenue at the cost of low margins – gross margins are stable in the 40-to-45% range, compared to about 27% in FY01. Minimal debt and substantial cash balance allow management to focus on operations – as of F3Q03 the Company had no debt and $102M in cash and marketable securities. |
