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Technology Stocks : Newport Corp.NEWP...lasers..semi..mfg...equipment..
NEWP 2.080+0.9%Nov 6 3:59 PM EST

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To: Stuart D. Brorson who wrote (5)4/18/1997 11:53:00 AM
From: Sam Citron   of 174
 
Stuart,

I'm sure you have noticed the beating that SDL has taken today as it announced poor earnings this quarter (without much clarification as of yet, I might add). I have a small position in this company but don't know them well. I wonder what sort of comfort level you have with this company, and their products and prospects. I, of course, expect a higher degree of risk with small companies like SDL. But I was not expecting such a severe haircut. Is this an opportunity to invest or a warning shot across the bow?

SC
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