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Technology Stocks : ADSOD-Adaptive solutions

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To: DGMontana who wrote (31)	6/9/1997 5:27:00 PM
From: tonyt	of 477

> MM changed ADSO to a hold--pretty emphatic that it was not a sell, yet--but was > looking for an exit point within the next two quarters. He is concerned about a > general market drop and the inability of ADSO to resist any general market > weakness, though he doesn't actually say that the company would be killed by it. I > remember the good old days when ADSO was NW darling, and it was up around > 6..... Well, the market didn't drop, and ADSO didn't even make it past one quarter before he pulled the trigger on the SELL (Yet he still likes DIMD, go figure) -- So much for MM's 'holds'. And I'll bet that ADSO does break even this quarter, based soley on the fact that Murphy thinks they won't. Actually, I'm kinda glad CTSL finally dropped ADSO -- They certainly weren't following it -- They never even reported the Northrup Grumman contract! --Tony

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