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Technology Stocks : Storage Dimensions - STDM

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To: kvogel who wrote (152)	8/9/1997 12:17:00 AM
From: nick cash	of 311

fyi, smith barney put out a 2 page research piece to retail clients/brokers before the open today. the piece has a positive slant to it and comments are based on recent talk w/management. my guess is that preferred clients got the report yesterday and hence the move. sb is one of the 2 (other is solly) that were lead underwriters in the ipo-tgt price is 11. my take from speaking w/management is that they decided to make sure that all bad news was disclosed and accounted for in q2 since it was a disappointment anyway. much of the quarters problems were outside of management's control. they seem to understand that, given the disappointment, the best approach is to lower street expectations w/an internal expectation to surpass their conservative guidance. imo, even w/the runup the risk/reward in this issue is extremely positive given a 6-12 mo investment horizon regardless of what the overall mkt does. as you may have guessed, i hold a position in stdm. all imo only....nick

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