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

To: SafetyAgentMan who wrote (493)	6/3/1999 3:28:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 522

Have you read the interview with Lefkof? For example, he says <<But if I were to make a prediction, in the next 18 months DSL is on such a hot growth rate that it will definitely fuel a lot of the top line growth. The Web site and e-commerce are very strong medium and long-term growth factors because they bring in recurring revenue and fuel the profit line. But DSL is probably the most exciting thing going.>> The interview was overall pretty bullish. But I don't think that the analysts have changed their estimates since NTPA was trading at $8. Believe who you will, but my money is on the CEO knowing more about where his revenue is coming from than the analysts do.

To: SafetyAgentMan who wrote (493)	6/3/1999 5:56:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 522

What institutional dumping? Are you just guessing based on MM activity, or do you have some hard facts? The only fact I know is that NTPA has been in low volume territory lately. That's not the sign of dumping. Also, there are only 2 analysts. You are going to get big swings in estimates, outliers always skew the average in small samples. I'm not losing sleep. On other fronts, I bought back my June 25 calls last week for a very nice profit. My June 30 covered calls are looking great, I have a limit order in to buy back at $1 (for projected 75% profit). DocStone