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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (14185)6/2/1998 12:14:00 PM
From: Andrew Vance  Read Replies (2) of 17305
 
*AV*--The other shoe did drop on ATMI so I had to av***ge down a bit to compensate.<GGG> I am trying to catch up once again with the thread and re-read some of my own messages only to find a mountain of typos. I guess I have to start using the preview button again. My spelling is getting atrocious. I even read a response to Jeff where a sentence appeared that I couldn't understand<GGG>.

We are getting very near the absolute bottom of the Tech debacle and should see some levelling off, hopefully. I still believe these levels will be with us through the Summer and the rally everyone wants may start in the Labor Day to Thanksgiving timeframe. As I have stated, the street has probably blown off the rest of this year and is going to bank on a healthy 1999 recovery.

I still have not seen the Montgomery analysis on ATMI in print yet. I am sure Bret Hoddess has something to share via NB Montgomery. This may even turn out to be yet another dropped shoe<G>.

BTW-I was off-line all of yesterday for the ADSL installation at my house by US West. It would have taken a total of 15 minutes had 2 problems not occurred. Both were brain dead attacks. First was the lack of a link to the Megabit service. The diagnostic equipment used to determine the link was placed to close to the bridge the created with all their other test equipment at the switching box across the street. They were trying to verify if I had a load on my line. Apparently I did but they moved my circuit to a different location. Strange thing is that to keep the dial tone and phone operational, it was hooked into both simultaneously. Once the redundant wires were removed from the old location and the entire circuit was triple checked, we still had the diagnostic equipment show a failed WAN link. We should have disregarded that flashing alarm (caused by the equipment being to close to a "bridge" and moved forward on the software issue. This previous issue was a US West issue caused by limited understanding of the diagnostic equipment they were using to test the circuit from the central office to my specific phone via the three segments of the entire circuit.

The second issue was the 3COM software drivers and other files for the Ethernet card. Had the software loaded correctly under Windows NT, none of this would have happened. The ADSL modem was not functioning properly because the Ethernet Card was not "setup" correctly. It was not getting its automatic IP address over the modem link to the central office. It turns out that a file was missing and if they had looked under NT Event Viewer a "specificed file is missing" message pops up. Turns out that a file "comsmd.exe" was loaded into the wrong WINNT subdirectory. Once I copied this file to 2 other subdirectories, POOF!!! it worked beautifully. All that remains is to delete it out of the two directories it really does not belong in. I have to first figure out where the correct location is supposed to be. Had this installation been successful originally, US WEST would never have spent most of the day trying to track down a hardware or service wiring issue. Oh Well, up and running now.

I have not seen much improvement other than here. I get instantaneous response from the buttons within SI. I know longer wait 2-10 seconds for the next button to actually bring up the next messages. Some of the downloading I do is much quicker. The service is 640 downstream and 270 upstream.

Flash: Remember my talking about WCII a few weeks back. Well apparently something is up and about to hit the street. Check out the recent news stories, especially the BT connection.

Andrew

**Response time on this message spanned more than 1 hour. I needed to conduct some trades to position myself. Back to catching up.
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