DianaCorp (DNA)-Hype is over- Respect begun- Many shorts Message Board

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Technology Stocks : DianaCorp (DNA)-Hype is over- Respect begun- Many shorts

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To: mike canavan who wrote (70)	1/27/1997 5:42:00 PM
From: Mark Fortes	of 201

Mike, Actually I am not guessing and am very close to the industry. The question I would like to ask you is how much you know about switching equipment. Do you have any idea how much work is involved in completely redesigning hw and sw? It is not an effort that is completed in months. It is years. Unless Sattell has had a secret development effort going on for several years, I doubt this "new" technology you are referring to is anything special. I challenge to you to name 5 companies who have "bought" Sattel switches. I also would be very interested in understanding the basis for your entry into a short position a while back. What was different about the company 3 months ago than now. As far as I can tell things are pretty much the same, except for their market value. Respectfully submitted, MF

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