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To: Dale Baker who wrote (524)2/20/1998 1:21:00 PM
From: jgideonRead Replies (3) | Respond to of 118717
 
DCLK opened at 29, jumped to 31 3/4, now around 30.
And just a day or so ago, folks had this priced at
12-14. One fund manager said he hadn't traded a share:
"I'd be losing money" (from thestreet.com).

Check out CIEN - drops 25% when it warns of WCOM
decreasing orders. They are going to be an
important provider of fiber systems for the new net.
If not immediately, then perhaps a little longer
timeline. Time to look closely for a play here.

Also, TDDDF came up shining on my radar screen this
morning. Seems to have a situation like CREAF, in
that they are a foreign company, so they don't get
the multiple American companies do. Compare to
TDFX (even granting that TDFX has the hottest chip
out there and TDDDF competes in different sub-sectors)
and it shows good value. Need more info.

jg