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Technology Stocks : Data Dimensions

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To: Mitch Blevins who wrote (2731)	8/17/1997 11:58:00 AM
From: ItsAllCyclical	of 4571

I still think it's too early to re-short DDIM. It does seem like some questionable accounting is going on at DDIM and the Ardes Sales still have not yet come in, however just looking at some of the consensus estimates I wouldn't want to be short the next few months. quote.yahoo.com Based on the y2k market, momententum players and the estimates I think we're looking at a possible upside of 50+ with a downside at this point of 15-20. This does not seem like the best risk/reward ratio in my mind. I think the y2ks will come down if the overall market comes down, but not as fast. My reasoning is that while many are extremely overvalued, many investors who "missed out" will see these stocks as bargins. Jim

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