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Technology Stocks : ADC Telecommunications

ADCT 3.960

-2.2%

Nov 14 9:30 AM EST

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To: John Carragher who wrote (441)	4/23/1998 5:05:00 PM
From: DARPA	Read Replies (1) of 1944

Fellow investors, I sold today at $29 3/4. Will watch the next couple of weeks. My sources (no I can't say) tell me that ADCT will be short on their earnings this latest quarter by about 6% if the funnel doesn't change. Two quarters in a row! If this indeed happens, analysts and money managers will drive the price into the teens - so say my sources. If ADCT drops to the teens, I will be back in to ride the next resurgance as this is a quality company. If earnings are not lower than expected, the upside is maybe 35$. But, the downside is significant enough to take a wait and see strategy. I am expecting a communique to analysts this Friday preparing them for the earnings shortfall. Then, I am expecting a press release next Friday confirming the earnings shortfall. Then, I am expecting the stock to plummet to hi teens-low twenties, where I will repurchase. Again, this is a strong company and in the teens, a definite takeover target - boom! Insider opinion only ... if anyone can comment confirming one way or the other, that would be helpful for all involved. Jeff

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