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To: Brian Malloy who wrote (75)11/5/1999 10:37:00 PM
From: Brian Malloy  Respond to of 79
 
On Technology: Recovery Has Just Begun
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To: Brian Malloy who wrote (75)11/6/1999 1:13:00 AM
From: JC Jaros  Read Replies (1) | Respond to of 79
 
Such a quiet thread and such an interesting stock with potential that is making a nice run. A stealth value still in my estimation. I'm in today at $11.

Hi- What makes you say "stealth value"?

I got into ONTC at $1 15/16, after tracking it for awhile after hearing first about them via a SUNW relationship. I liked their Palm connectivity (syncing) software, their interop stuff, their longevity as a company, but largely underestimated this On CCM thing, apparently.

Anyway, with a x5 run, I'm of course looking to bail sideways into a better value. I'm just wondering what causes you to see value at this level. Should I stay? Is this an automatic sell to every Windows network admin with over X number of machines? Is there a competitive product on anyone's radar?

-JCJ