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To: PCSS who wrote (738)	3/20/1998 2:44:00 AM
From: Kal	Respond to of 1069

>>3) ISLI's hit after the last reporting period was overdone and analysts over dramatized or misunderstood some details. or maybe their (re)action was planned to quitely load up. I bought in right before the earnings hoping it'll go up. My average is 18.375 Soon I'll be in the positive. I'm holding and in no hurry.

To: PCSS who wrote (738)	3/20/1998 2:51:00 AM
From: gerald tseng	Read Replies (1) \| Respond to of 1069

Hi PCSS: You must be in west coast just like I am to stay up so late, I mean it's 3am in the morning in NY!! I think the current move will take us back into the $18-$20 trading range. However, we will probably need good news to brak new highs. I hope for the later, since I also have big contract position on April 20 call other than my stock holding. Are you still playing CPQ? How you did there? I have realign my portforlia to 100% (almost) software&service. I think hardware is tough business and tough investment, things can make a U turn in a flash there.