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Technology Stocks : Netopia: Farallon Communications -- Ignore unavailable to you. Want to Upgrade?

To: JEAST who wrote (486)	5/21/1999 10:55:00 AM
From: SafetyAgentMan	Respond to of 522

E-Commerce Update I spoke with Jim Clark the CFO of Netopia yesterday and he confirmed the following. The e-commerce version for Concentric Network Corporation will ship in June. The e-commerce version for Netscape will ship in July. I also heard from someone outside the company that DSL router sales are much higher than anyone expected. I guess that explains why they are bringing another manufacturer on line. By the way, I consult for both Netopia and Tuts Systems, and at the very least, Netopia should be trading at the same price as Tut System ($50).

To: JEAST who wrote (486)	5/26/1999 10:46:00 AM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 522

What a correction! I suppose this was inevitable. Internut stocks going through one of their big corrections. Things did look pretty "toppy" last week, and the FOMC meeting didn't help. I wrote June 25 calls on half of my position ($10) and Jun30 calls on the other half ($4 3/8) last Thursday. Although this only covers part of my paper losses on the NTPA common, the June expiration means the premium will deteriorate pretty quickly form this point on. Do you think I should cover now? DocStone