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To: Ally who wrote (1229)	6/26/2000 1:23:00 PM
From: Robert	Respond to of 1571

Well, look at that, up a $1. Valuse investors are stepping up to the plate. Many times, small investors panic and it leads to a sell-off. I believe institutions watch these things develop, and eventually step up with a big smile on their face..

To: Ally who wrote (1229)	6/26/2000 1:26:00 PM
From: Jack Jagernauth	Respond to of 1571

Ally, I enjoyed reading your post. how much faith can investors rely on analysts upgrade/downgrade. I pay no attention to analysts; they are not working for me. As you rightly indicated, analysts have their own agendas. Regards, Jack

To: Ally who wrote (1229)	6/26/2000 7:30:00 PM
From: micromike	Respond to of 1571

Ecxcellent post. The only problem is that the street isn't thinking the way you are. The street must be thinking or know something bad is happening or they could be totally wrong. On the bad side 1. JBA integration isn't working as planned. 2. Last time we had a big drop from 60 bucks to 30 buck and then they had a profit warning only to watch the shares dropped even more to 22 bucks. The street could be thinking the same way but this time no profit warning but something else is up. 3. Lots of day traders and the chart is telling them to sell. 4. Y2K hangover What we need when they report the quarter next month is. 1. JBA integration is going well 2. The ASP model is paying off. 3. No Y2K hangover JMHO Mike

To: Ally who wrote (1229)	6/26/2000 9:30:00 PM
From: Herb Duncan	Respond to of 1571

I am inclined to agree with your reasoning. The unknown at this point is the move from previous model to ASP, but it's only a matter of time. In the mean time they havea foot in each arena.