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Technology Stocks : Data Dimensions

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To: Warren Gates who wrote (552)	4/9/1997 2:55:00 AM
From: Andrew Hui	of 4571

Hi Warren, The timing on this one looks like ZITL just before I left... After what happened to all the other high flying y2k stocks, why do people still honestly expect this to be different? Denial is not just another river in Egypt. Your quote about MSFT and BORL rings truer and truer every minute. Your assessment is right on about DDIM except that they are getting more and more $3000 orders. But, how many units do they have to sell at $3000 a piece to justify their valuation? How many units can they sell before they run out of customers? out of time? Call me crazy, but somehow I don't think they're going to make it. The big question about this group is to see whether there's a NSCP in there somewheres and not just a bunch of QDEKs. On the bright side, this is a trader's dream. And I think you have a pretty good idea on how to profit from this.

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