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To: Kevin Linder who wrote (2688)	10/26/1998 6:41:00 PM
From: craigl	Read Replies (3) of 10072

>> First Gilligan references then a kinks singalong.<< Actually I believe it was a Lou Reed reference ("Walk On The Wild Side" - which could actually describe the IOM experience of the last several months!). Anybody have any thoughts on the recent runup? As someone whose IOM portfolio is bathed in red it's nice to see, but I'm wondering - a) Is IOM now fairly valued (was it undervalued before due to all of the bad news and now has returned to it's "correct" level)? b) Is this optimism based on looking forward (a belief that IOM will return to rising profitability, ZIP will continue to become more the standard, CLIK! will be successful, etc.)? c) Irrational exuberance based on some recent news and a so-called pre-Comdex rally d) All of the above? (We already know how at least one person will vote - but that's fine by me, I'm open to all opinions) Thanks, LC

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