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Technology Stocks : ACLY- ACCELR8. Year 2000 Stock -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (1284)	3/26/1998 1:13:00 AM
From: CalculatedRisk	Respond to of 1518

Michael, I was convinced last quarter would be a flop ... and I was wrong! ACLY signed the DEC deal on Jan 30th (they could have waited 1 more day<g>) ... and that made a $1 Million difference. Of course, in the last fews days of the quarter they also signed LTV Steel ... I congratulated ACLY on pulling it out ... and each quarter the bar is raised. To achieve Geimer's goal of $45M in revenue next year, ACLY needs to deliver each and every quarter. To drop into single digits, they need to fail just once. Never mind that the stock should be selling for under $5, on normal valuation methods, even if he succeeds! Regards, Bill

To: The Ox who wrote (1284)	3/26/1998 4:28:00 AM
From: Mr Logic	Read Replies (1) \| Respond to of 1518

Michael, >> I recommend the short consider covering...<< I have been short this stock since 25 1/2 and would not consider covering at the moment. I really feel that the 'long money' has been made on this stock (it has for people like solution who have taken real profits anyway) and it will be a downward drift from here. I predict that this will be a bad quarter for ACLY, by which I mean revenue/earnings numbers no higher than last quarter. Undoubtedly this would be announced as a high % increase compared to 12 months ago but everyone knows that's not the point now. The downside risk of bringing in numbers rather lower than last quarter is still there of course. P.