IDTC Options Players (losers and whiners) Message Board

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Technology Stocks : IDTC Options Players (losers and whiners)

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To: Steve Fancy who wrote (363)	2/23/2000 3:03:00 PM
From: Tony A. Matthews	Read Replies (1) of 593

Steve OT: re: your recommendations ALA: As a holder of NN I will receive ALA shares and I don't particularly feel inclined to add more to that position. I've yet to take a closer look at them though. For long term holders this recent slip may be an opportunity. I believe they're overexposed in the LMDS product line. It's not yet proven in the market and essentially is very expensive radio equipment. Companies like WAVC will do better in the local wireless loop. GBT: I've looked into that before and it looks compelling although with the recent runup I feel I may have missed the boat on this one. What's your target price on this one? CPQ: This stock has been deflated for some time. I recently considered getting in because early reports are telling me that Win2000 will require a lot of hardware upgrade. I'm still on the sideline with this one. I'd say it might be more a mid-year play.

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