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

To: 45bday who wrote (1334)	4/13/1998 1:07:00 AM
From: The Ox	Respond to of 1518

Here is a news article. Someone mentions VAX machines in it. pathfinder.com ....There used to be very little off-the-shelf software for shop-floor use, Swanton explains, referring to types of programs such as manufacturing-execution, material-handling, and inventory-management systems. As a result, he says, "a lot of systems integrators and company programmers wrote applications themselves. Lord only knows what's buried inside those VAX minicomputers and other machines."

To: 45bday who wrote (1334)	4/14/1998 9:19:00 AM
From: Ed Zhao	Respond to of 1518

$20 is possible. (VIAS traded to as high as $35 from $27 just two weeks before it's latest tumble.) For now, I'm confortable in keeping my price target of $6, unless new developments cause me to re-evaluate the situation. If ACLY announces a very good qrtly earning, well above expectations for longs as well as shorts and it has good information to back the earning, I will raise the target. What differs my view with the longs is that their evaluation of the company are based largely on expectations that was not on solid base. As I memtioned, good judgement is the key. People derive completely different conclusion with the same piece of information. For example, VAX machine was popular before, that is the reason people think ACLY has huge potential. I believe, on the other hand, because VAX was popular but was not as popular now, there's an oversupply of VAX experts. These VAX verterans are quitely solving the vast majority of VAX problems without having anything to do with ACLY. They'll be doing most of migration works when needs arise in the further. They're just not making big noises like ACLY.