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To: Wayners who wrote (5983)6/12/1998 9:15:00 PM
From: Greg Jung  Read Replies (1) | Respond to of 8002
 
After they crack - isn't that when they become value plays?
In hindsight that's a good strategy a few months ago for things
like ADPT at 20, VIAS at 33 (now even VIAS at 15 would've been good)
and APM at 12, etc. But the upside potential to close that gap is very scary. Its hard to get confidence in anything really negative
until after its out and mostly in the stock price.