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Technology Stocks : Alteon WebSystems Inc-(ATON) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Viapiano who wrote (377)12/6/1999 5:06:00 PM
From: kas1  Read Replies (1) | Respond to of 414
 
Ho ho ho, merry Christmas (and happy Hanukkah) to all fellow longs! :-)

I can't find any extraordinary news on ATON today... and I don't think it's sector related, cause ATON's main competitor FFIV (which I also hold) fell today. Maybe there's something afoot that we groundlings don't know about.



To: Paul Viapiano who wrote (377)12/6/1999 6:13:00 PM
From: Paul Oberlin  Respond to of 414
 
Message boards everywhere have been quiet for ATON. I agree with kas1, something's up, us bottom dwellers aren't privy to the news yet. MMs and priviledged others get to stuff the coffers before something breaks. Not sure if I really believe that, I'm half serious... Time will tell though.

FFIV is now at a lower price than ATON. Not sure what that implies, but the market seems to be readjusting valuations here.

Obe



To: Paul Viapiano who wrote (377)12/8/1999 9:09:00 AM
From: Paul Oberlin  Read Replies (1) | Respond to of 414
 
Hey All, I've got a theory or two about the recent run up:

1) ATON partnered with Sandpiper Networks, who will merge with Digital Island (ISLD) shortly. Check ISLD
news, they have been expanding a lot lately opening new data centers. Will they be using ATON load
balancing equipment? Any knowledgable techies please respond.

2) The momentum crowd just made ATON their new toy.

3) Market adjusting valuations between ATON/FFIV/FDRY/RDWR.

PLease comment.

Obe