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Technology Stocks : Netopia: Farallon Communications -- Ignore unavailable to you. Want to Upgrade?

To: tech fool who wrote (502)	6/25/1999 4:29:00 PM
From: Gopher Broke	Respond to of 522

34 just came too soon. In the absence of a press release every day the price drifted down. Now we are getting closer to earnings we should see the price move up, with the promise of benefits from all those DSL announcements around the corner. I picked up some Jan 17 1/2 calls yesterday for 7 3/4, so up 20% already ;^)

To: tech fool who wrote (502)	6/25/1999 5:20:00 PM
From: M. Frank Greiffenstein	Respond to of 522

Wish I held too! I sold my ZOMX between 24-27. Oh well! NTPAs slide pretty much parallels the rest of the 'Net stocks, I do not think it is company specific. But NTPA will differentiate itself from the pack pretty soon, because it is at the start of its revenue ramp, not at the end. I still expect an announcement related to AOL. And DSL is heating up (although to hedge my bets, I also started a position in TERN when it was at $30; there is room for both cable and DSL modems). I added to my NTPA at $19 and 20. I think NTPA will creep back up in anticiaption of earnings. I'll decide then whether to slap on a new set of covered calls. DocStone