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To: Lockhart who wrote (3443)1/26/1998 7:59:00 PM
From: CHUCK IRWIN  Read Replies (1) | Respond to of 4429
 
I agree with you. The coming year looks great, I would not be surprised to see the stock in the mid 30 by end of 1st QTR. Everything is falling in place and with a little luck the stock will make a good come back. I wish I had more money to buy now, at this price I feel sure it's good for a trip back to the 20 area.



To: Lockhart who wrote (3443)1/26/1998 11:44:00 PM
From: Vladimir Zelener  Read Replies (4) | Respond to of 4429
 
<< Top down...good sector, good niche...good forward looking >>

Please could you explain how did you come up to such a strange conclusion ?

1. Companies in the networking equipment sector: ASND, CS, COMS, ADCT, TLAB, NN, BAY, WSTL, PAIR, ADTN all down 30% to 80% in the last 4 months, while DJ30/SPX and NASDAC are down only about 12-15%. Good sector indeed!!!

2.Good niche..? Due to significant earnings problems among top competitors the niche players most likely will be pressured on the pricing side, making the prospects quite questianable!!

3.Good forward looking..? Not from UBS

Please prove me wrong.