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Technology Stocks : NUKO INFORMATION SYSTEMS

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To: Alan Aronoff who wrote (2484)	7/19/1997 1:30:00 AM
From: van wang	of 3509

i dont know who donna coward is (and my apology to her in advance)...but we are now scratching the bottom of the barrel on this research...c'mon, most of the analysts on small to micro cap on the street are terrible and we never even heard about this firm quite frankly, almost all the regular posters can be analysts for financial firms but to put things in perspective...i follow firewall stocks and have made money shorting those stocks...alot of competitors, it seems like firewalls are getting to be a commodity even in the face of huge demand...and MSFT has been rumored to be introducing their own version this year (which is one reason why people are shorting NT firewallers)...but they are all expecting earnings and small firewallers (most are small software cos.) are expecting revenues in neighborhood of 5-10million.... and their investors are all getting excited quoting huge sequential rev. gains...i guess a penny earned over a penny earned last Q is 100% growth right now they all trade between $6 to $14 (with alot of inside mgmt selling)...i like my chances with NUKO better...i am going long NUKO short firewallers...this mkt is just wacky!

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