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To: gladman who wrote (84704)11/20/1999 2:06:00 PM
From: Lizzie Tudor  Respond to of 164684
 
The comm guys on SI like DSLN. It was one of those IPOs that sat around and didn't go up, I actually sold some at a small loss. Its a 3-bagger since then. I didn't mention it because they don't like me to broadcast their picks.... they don't realize I am completely irrelevant!



To: gladman who wrote (84704)11/20/1999 3:04:00 PM
From: Libbyt  Respond to of 164684
 
DSL...

"COVD,CMTN a little top heavy."

I have followed CMTN since June, and presently have a position in CMTN. CMTN splits 12/9....NPNT is one of CMTN's biggest customers. CMTN has partnership agreements with LU and 3COM. LU announced a product which will compete with CMTN in the future (announcing, and actually selling/using are two different things), but I believe they still have a 3 year agreement with CMTN. I think CMTN will see new highs, and may be bought out by another company. I plan to sell some of my higher priced shares of CMTN, and hold the lower cost shares after the split. Warning....CMTN is a very volatile stock!

Libbyt