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To: nick stalin who wrote (4)	10/2/1996 8:02:00 PM
From: Ibexx	of 16

Nick, IMO, this year may be an exception, in that October may be safe (pre-election calmness) and November is not. Today's tech rally somewhat supported my thesis. Right now, in addition to my other core holdings, I am focusing on NCDI in a big way--this is the company that IBM selected as partner in manufacturing network pcs. You should check out the NCDI thread and all the useful contributions. I am in at $4 a few month ago, and the stock closed today over $7 on heavy volume. It is on a roll! Ibexx

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