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Technology Stocks : C-Cor Electronics-CCBL -- Ignore unavailable to you. Want to Upgrade?

To: Ted The Technician who wrote (75)	11/6/1999 11:32:00 AM
From: Scott Sorochak	Read Replies (1) \| Respond to of 235

All, Its about time we rejuvenate this thread...this company is about to explode to the upside for a variety of reasons: 1) I think the AT&T test in SLC will prove to be extremely positive for the company and from what I hear, they are taking a significant amount of HLIT business from just about every major account HLIT has 2) This "infrastructure" play is not followed very much at all by the analysts and with them earning about .90 this year and 1.10 next year, they are going to start getting noticed 3) They have a ridiculously low market cap at 560MM compared to HLIT at nearly 2B...at the very least we should see the spread between the two thin over the next few quarters. I THINK THE RIGHT TRADE IS TO SHORT HLIT AND GO LONG CCBL 4) CCBL has 13MM outstanding with about 1/2 of that in float. With the addition of the 2MM shares coming to the public market next week and then having that "overhang" behind it, its ASTA-LA-BYE-BYE to about $100/share. Love to hear others perspectives but I am adding significantly to my position. Scott