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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?

To: ted quinn who wrote (11291)	6/20/1998 5:41:00 PM
From: ted quinn	Read Replies (1) \| Respond to of 14577

Forgot one thing about NMGC (a negative): massive and persistent insider selling. see link: biz.yahoo.com (Calvin, your buddy Prakash is also on this list!)

To: ted quinn who wrote (11291)	6/20/1998 5:59:00 PM
From: JAG	Respond to of 14577

Yea, I bought Trident at $7 3/8 and now it is $5 1/2. Neo got ahead by being the first with embedded solution for notebooks. In my opinion, Trident now has a product at least equal (if not better) to Neo. Now Trident is trading at 64% of book value, has no debt, and cash on hand is 55% of market cap. Trident will be going after Neo big time. Yea, you short Neo because Trident will drag Neo's margins to the basement. Compare Neo's valuation with Trid and it will scare the blank out of you. There are rumblings out of Neo's management that margins be be hurting a little. The real truth is that they will be hurting a lot going forward. I tried to warn the Neo holders on the Yahoo Finance board but they think I short and I not. I should be though.