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Technology Stocks : Shiva -- Ignore unavailable to you. Want to Upgrade?

To: JR2 who wrote (2600)	12/30/1997 1:32:00 AM
From: bob zagorin	Read Replies (1) \| Respond to of 5036

tax selling plus fear of networking stocks, IMO, would easily account for this price level. it is my impression that the downside risk of disastrous Q was pretty much absorbed by current NT agreement but that it limited the upside (NT has absorbed much of SHVA's marketing and sales expense). last Q conf. call guidance was for another Q much like last and then upside would kick in in 98 from current agreement plus any renegotiated benefits. that's what i'm betting on. the TO premium, IMO, is just gravy. i'm still not clear whether Ms. Whitman is saying this agreement may not be finalized until feb-march. can you be more specific? if so, why?