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Technology Stocks : Shiva
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To: bob zagorin who wrote (2447)11/19/1997 5:57:00 PM
From: Jacky AY  Read Replies (1) of 5036
 
Did you observe something in TA's point-of-view?

I don't think there're any recent news concerning NT deal negotiation. If you read the stuffs (white papers etc...) from Shiva's website, you got to be convinced that SHVA is going after the virtual private network (VPN) business with full force. And don't forget that the VPN technology SHVA is using is co-developed with NT. That suggests to me the relationship between the two is much stronger than the dealer-client relationship. It will be difficult for either party to withdraw. Of course, everything now hinges on whether VPN will become a buge market as is touted.

I'm putting my $$ where my mouth is because I bought 30 calls on top of the 1k shares I own at 12.

I'd also used recent weakness to add to my position. And I now hold 4k shares in total.
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