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To: Dale Baker who wrote (431)	1/25/1998 1:35:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

50% Value Picks - since I've strayed so far from this thread's stated purpose, let's get back to business for a minute. I can definitely, certainly, authoritatively say that we are in a choppy, sideways market which will continue to be affected by Asia, Iraq, oil prices and whatever Clinton did or did not do/say/deny, etc. The only real momentum I have seen lately has been short-lived story stock stuff and earnings bounces. So buyer beware. That said, I'm very happy with ATLPA right now. Bought at 10 1/2 looking for a couple of quick points off the earnings surprise... still holding at 13. Here's one take on it: techstocks.com Since ATLPA is a value play and not just a flash in the pan, it has a chance to make 50% in the not too distant future if the small cap market holds and institutions keep buying. I'll let you know if/when it breaks the next resistance level around 14. EQNX - been watching this one for a while. Just moved up over 19. Management has promised an earnings surprise in the announcement coming up in early Feb. which would put FY97 earnings over $1. If estimates for 1998 are revised upward over $1.30 there is a fair argument for EQNX to rise to the mid- or high 20's. I am interested in a techie viewpoint on their technology. Looks like a short-term buy under 20, but do your own DD as always. TMBS also due to report earnings soon. Should have bought this one at 12 when I could. What else is out there in the over $5 range which just reported good earnings or will soon and has a reasonable chance of making 50% this year? Let's get cranking on some good picks again - while we keep an eye on Asia, Iraq, Clinton and whatever else blows up in the near future.

To: Dale Baker who wrote (431)	1/29/1998 4:56:00 PM
From: jgideon	Read Replies (1) \| Respond to of 118717

Dale, about AWRE, which I mentioned in a previous post. The early news about the MSFT, INTC, CPQ grand alliance over ADSL involved AWRE because these 3 were using AWRE stuff in demonstrations to drum up support. The technology in Universal ADSL is not exclusive to AWRE as far as I can determine. Once the UAWG (see uawg.org ) made an announcement, everybody who could conceivably claim to be involved with ADSL came out with announcements of forthcoming products. Also see adsl.com AWRE seems to be early in getting a shippable product, but, unless the RBOCs move with uncharacteristic speed, it appears that everybody will be in production by the time real demand is there. One note: US West today announced deployment of ADSL service to about 40 areas by this summer. They are using the NetSpeed ADSL modem - I don't know if AWRE has a licensing agreement with them. (US West had previously been using Pairgain xDSL stuff in their Phoenix trial, don't know what changed) At least one RBOC is not acting like a lumbering giant. The kicker is the cost. $40/month buys you 256k speed, while 768k speed runs $80. Prices for 1, 4, & 7M download speeds were not released. Plus, I believe you still need an ISP for another $20/month. Back to topic: AWRE has several licensing agreements with big names like 3Com, ADI, Ericsson. They have a product to ship this quarter. But they don't have a unique niche. In fact it is getting more crowded every day. On the AWRE thread, there were some synopses of Tuesday's conference call, and perhaps Lucent has a deal with AWRE (only rumor). Can a small company find a place in a very competitive market? Having used @Home service at my sister's house (and been connected via T1's for years at work), I know that ADSL will be a desirable product. The cost, especially compared to @Home and other cable offerings, will be key. The market for this is definitely a growth one. AWRE just doesn't have a strong enough position to justify the 30-40% spike it got from the initial announcement. It is a short until it returns to the $11-11.50 range, IMHO. Another way to view it is as a possible takeover candidate for one of the big guys. Don't see that happening with the proliferation of DSL out there. Comments? jg