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Technology Stocks : Netopia: Farallon Communications

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To: tech fool who wrote (502)6/25/1999 5:20:00 PM
From: M. Frank Greiffenstein   of 522
 
Wish I held too!

I sold my ZOMX between 24-27. Oh well!

NTPAs slide pretty much parallels the rest of the 'Net stocks, I do not think it is company specific. But NTPA will differentiate itself from the pack pretty soon, because it is at the start of its revenue ramp, not at the end. I still expect an announcement related to AOL. And DSL is heating up (although to hedge my bets, I also started a position in TERN when it was at $30; there is room for both cable and DSL modems).

I added to my NTPA at $19 and 20. I think NTPA will creep back up in anticiaption of earnings. I'll decide then whether to slap on a new set of covered calls.

DocStone
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