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

To: Nevin S. who wrote (382)	3/4/1998 12:31:00 PM
From: Dennis G.	Respond to of 1944

Great opportunity today. Bought 10 Aug 20 call contracts at 5 5/8 to go along with my 1K shares. Still looking for ADCT to finish covering the big downside gap soon. Go ADCT! Dennis

To: Nevin S. who wrote (382)	3/4/1998 1:09:00 PM
From: THMichael	Respond to of 1944

NevinS, I see it all the time, guilt by association so I believe your probably onto something. Something else I see a lot of is overreaction to bad news, that is how i got into this stock. On the day that it lost 11 or 12 points I did a little research and didn't believe the company deserved to be punished like they had been. I bought in at 16 1/2 and have enjoyed the ride. this is a good company with a solid future and, as of right now, I see any major pull back a buying opportunity. Let the Wall street whiz kids sell first and ask questions later, I'm in for the long haul on this one. P.S the stock is up a point at noon central time

To: Nevin S. who wrote (382)	3/5/1998 11:18:00 AM
From: The Philosopher	Read Replies (1) \| Respond to of 1944

Well, I jumped into the pool this morning at 23 1/16. In addition to following the thread here and reviewing the ar and 10K, I ran the stock through the NAIC Stock Selection Guide, and even discounting their historical 20% growth rate (21.7 sales, 20.5 eps) down to 15 and then to 12%, I still got a buy signal up to 35. Hard to turn down! Will follow posts here with great interest. Any other suggestions on currently undervalued stocks that deserve looking at? In trade, I will suggest you check out Adaptec -- has been hammered for a bad earnings report, excessively knocked down in my view. Not a buy recommendation from me -- I don't suggest anybody buy on my say-so -- but a suggestion it's worth a look if you haven't already.