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To: Mark Fowler who wrote (1543)	9/19/2000 6:41:01 PM
From: HG	Respond to of 57684

Mark, I have been watching it since Jan/Feb, and have a few friends who swear by the products (Cold Fusion and Spectra)......never played with it earlier.. The recent slump reminded me of CIEN which I'd held @13 and gave up....not to mention ORCL @28 early last year...@$8 or $9 or $10 ALLR seems pretty compelling to me....wayyyyyy oversold... I'll take a core position and trade around it till the shares are a free hold or till a visible direction from the company emerges... My reasons - besides being a good product - there's almost no downside, its cheap to buy and hold, and once the java version is established, hopefully it will take off again....... The selloff was due to earnings warning. Sales slipped - they don't have a java version of cold fusion...I know very little about their other product (Spectra)... This might help... siliconinvestor.com Of course I can be wrong !!!!