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To: Stitch who wrote (3134)	5/10/1998 8:37:00 PM
From: Bald Man from Mars	Respond to of 5058

Hey, guys, I don;t think this dude is done on the downside, load up your truck after it crosses 10 on the downside ...

To: Stitch who wrote (3134)	5/10/1998 8:56:00 PM
From: NasdaqStud	Read Replies (3) \| Respond to of 5058

Stitch - Why would you call your broker? Am I mistaken, or, are you an analyst with a major wirehouse? And, why the sarcasm. I thought we were merely expressing opinion. Oh - what is the downside here. Maybe book value at worst. Isn't the worst, however, just about factored into this stock. And, what about the upside. Maybe a double or triple over the next 24 months. And, oh, the risk/reward ratio. Very favorable at present valuation. And, the prospect of an acquisition by Seagate. Hmm. would I want to be short at this valuation. I think you missed the boat to short here. Reward is not favorable enough. Acquisition would sure make a ton of sense. And, where can I buy a disk drive with an IBM GMR head. And, the reality that the outlook has indeed improved over the next f3 or so quarters. You are not a short, but your style is pretty close to the likes of Abelson. Bottom line, the path of least resistance for intelligent players at this point in time is up. Perhaps the stock is weak over the near term, but the RISK/REWARD ratio has turned positive. The STUD!!

To: Stitch who wrote (3134)	5/10/1998 9:04:00 PM
From: NasdaqStud	Read Replies (1) \| Respond to of 5058

Oh Yeah - And Netscape was a short at 16. And IBM at 40. And Citrix Systems when it crashed at 8. And Anadagics at 11. And Electronics For Imaging at 12. And Powerwave at 10. The bottom line is that all of these stocks are up at least 50% from their panic lows and many have more than doubled, tripled, etc. The RISK/REWARD ratio just doesn't favor the short side at present. Investors don't use this indicator enough in making purchase or sale decisions. It is the only way to go. The STUD!!