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Technology Stocks : ODS - Optical Data Systems (NASDAQ: ODSI) -- Ignore unavailable to you. Want to Upgrade?

To: Thomas A Watson who wrote (217)	9/28/1999 11:11:00 AM
From: J. M. Burr	Read Replies (2) \| Respond to of 258

I just asked a reliable analyst who follows interlocking plays involving SFE, ICGE, FFIV, EXTR, EXDS, etc., to take a look at ODSI and give me his opinion. He noted, just as you did, that the ATON relationship improved ODSI about $2/share, yesterday. His claim was that even though the shares were locked-up for five months the investment gave the company much needed breathing space as it sought to ensure profitability and sought a new niche for itself. As for today's action, his feeling was that just as some investors see SFE too dependent on the price of ICGE, be prepared for the price of ODSI to jump around depending on the price of ATON. The upshot? He bought a couple thousand shares of ODSI. As for me, I increased my holding.