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Author: Sigma8squared Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 489  
Subject: Re: Q3 notes Date: 12/30/2005 11:49 AM
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what's your prognosis going forward? do we have a real company again, or not?



Hi jp

I'm not sure. I would not be a buyer at the current time and price. Remember this company tends to issue an earnings warning around this time every quarter and often times the market reacts negatively. If you aren't comfortable with that possibility, you shouldn't own the stock at this time. However recently the market does seem to be giving UTSI some credit for technologies on the come as well as perhaps there is some anticipation of a potential buyout. These aspects do present nice upside and therefore there is a risk in not owning the stock here as well.

My recent investment thesis was based on two things. One the Balance Sheet was not as bad as the market seemed to think and two, the Income Statement would benefit by effective restructuring and at least a decent amount of sexy revenue. In the first instance we have seen quite a bit of success but not in the second. We have a split decision here as well.

Good luck,

-Jim


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