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Technology Stocks : DLK - Where the web meets wireless -- Ignore unavailable to you. Want to Upgrade?


To: Anthony Tsai who wrote (83)7/11/2000 3:05:00 PM
From: John Curtis  Read Replies (1) | Respond to of 163
 
!!!?! Whaaa? Well, I guess it's an example of giving with one hand; and taking back with the other, eh? So it goes.

You wouldn't happen to have the link to this piece of news, would you? I'd be interested in seeing what they're now saying are the new estimates.

John~



To: Anthony Tsai who wrote (83)7/11/2000 4:55:26 PM
From: Libbyt  Read Replies (1) | Respond to of 163
 
CIBC...URL?

Here is a URL for a link to all upgrades and downgrades today. I can't find a CIBC lower estimate. Do you have a URL to show this information?

cbs.marketwatch.com

I think some of the sell off in DLK is due to the market in general, and the uncertainty of which company will be "the winner" in this wireless space. Compared to AETH and SVNX, DLK looks like a bargain. Also, IMO...there seems to be some question as to exactly what patented technology is held by both AETH and SVNX. DLK holds patented technology, and since it was not an IPO stock it seems to not be as widely known and followed. DLK shareholders will not have to worry about any IPO Lock up dates.

Even with the sell off in DLK today, I think the Chase news is very positive. Hopefully in the next few days there will be more specific information released about this agreement.

Libbyt