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To: Fred J. Ledo who wrote (3378)	11/5/1998 11:06:00 PM
From: Dale Stempson	of 10072

Fred, Thanks for the Orb update. Even if Castlewood does make the late Nov or early Dec dates for retail availability, I suspect that quantities would be small. It looks like Sony may be in a similar situation with HiFD. Comdex will likely provide the background for firming up some of these dates. In any event, it appears Iomega has a lock on this holiday season. Well, FWIW, I doubled up on my short-term bear position when we passed $9 today, and I must admit that the way it held all afternoon has me worried. This might just take a little longer than I had hoped. In the mean time... Congrats to all who are making money on the ride up. Regards - Dale

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