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Technology Stocks : DSS: DLT finally open for trading -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (303)	9/7/2000 2:32:12 PM
From: Sam	Read Replies (1) \| Respond to of 488

Rob, Glad to see someone else can be as "stupidly stubborn" as me. I still think that this thing can be a good investment, though the past two to three years have obviously been water torture, and dead money at best. Well, that's what diversification is all about. I have to keep repeating Lynch's saying that he frequently bought stocks that did nothing for two or three years until they took off. Well, DSS is looking strong finally, but this move still has to be validated by fundamental news. Soaring Snap sales is just one ingredient. Transitional issues are bound to hurt ATL at least somewhat. Their growth slowed last quarter from the low 40s to the low 30s. This quarter may be worse--as we got closer to LTO and SDLT rollouts, buyers may have been waiting. I think it's important to get SDLT out in time for evaluations to buy by the end of the year, as a lot of important corporate decisions are made in Q4, and sales finalized in the last few weeks of the year as budgets get used up, not to mention next year's budgets get finalized. We'll just have to see if the next few weeks can bring a favorable announcement. If so, and if the CC forward guidance is positive, I can see the 20s by the end of October, if the general market (and the perceptions of the election) are at least mildly favorable. Best wishes, Sam