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To: Judy who wrote (12253)	2/20/1998 6:43:00 PM
From: Trader X	Respond to of 17305

SMOD looks like an interesting play, geographicly speaking. I'd noticed it had held up ok after being hit by a Mac truck today, finding some semblance of support near $30. chart.yahoo.com And I was going to dismiss it anyway. But one thing stood out...it opened at 29 from yesterday's close of 36, and proceeded to close higher, about 30 3/4. Big gap down on the chart that COULD get closed back to 36. I wouldn't ordinarily go for one that dropped 6 points, but this one may have a chance to pop up a few points quickly. -kh

To: Judy who wrote (12253)	2/21/1998 8:20:00 AM
From: Tsaen Wang	Read Replies (1) \| Respond to of 17305

About Cien This is an interesting stock. Great potential. I don't think we will ever have enough bandwidth, therefore I don't think the demand for WDM will dry up any time soon. The company experience a push out of order from worldcom. From what I heard, AT$T and baby bells should be able to fill in the void. Company is on track to make $600M as compared with 350M in 97. Plus, 263M cash on hand, You can see why I have been drooling over this. The problem is CIEN is richly valued, even at today's price. I could never bring my self to pull the trigger on this one, thinking they do have a 800lbs gorilla ( LU ) breathing down on their neck and maybe LU is a better buy. But now, LU has reach PE of 140. It is out of my radar screen for now. Back to Cien, Yeah, I would nibble a bit at this price. Buy a lot if it drops below 35, although I don't expect it to stay low for long.

To: Judy who wrote (12253)	2/21/1998 1:10:00 PM
From: Andrew Vance	Respond to of 17305

AV--The following are 3 previous posts of mine on SMOD. I am not totally convinced to get in on the stock right now but it ias looking interesting. As I was looking for these posts(for better or worse), I used the search engine for "SMOD IDTI SRAM" and "SMOD SRAM" which resulted in some interesting posts from elsewhere. On a humorous note, some of the people I wound up reading seem to like the same stocks I do, like CIEN, RMBS, IDTI etal. A great deal of my favorites seemed to be mixed in with the SMOD search. Is this opportunity and fate talking???<GGG> Message 2877657 Message 2877961 Message 3457908 As for CPQ: It's tough to comment on since DELL has been very very Very good to me over the past 6 years. However, I did position my Mom into CPQ at these prices. We should all expect some sort of hit to occur as the costs and writeoffs associated with the acquisition hit the balance sheet. I hate it when "Goodwill" enters any of these equations. However, the "gamble" being taken relates to thinking the blip down(when it comes) will be overshadowed by the positive synergies of the combination and that profits could be made in the interim prior to the accounting of the transaction a few quarters down the road. That is what I am banking on for my Mom. Her case is also unique in that she buys stocks and hardly ever sells them. She still owns shares acquired 25 years ago and has held on to every tech stock I had her get into. So, in a way, she is a bad example. As for me, DELL is getting to be to large a portion of my net assets and hopefully I will have enough guts to divest some of the shares after the split, and diversify into some CPQ. Why not let a winner continue to run??? Scaredy Cat Vance has a heart attack now each time this stock goes up or down a few points. Sanity.<GGG>