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Strategies & Market Trends : Tech Stock Options

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To: Jerry Olson who wrote (28438)11/14/1997 11:50:00 AM
From: John Sikora  Read Replies (1) of 58727
 
OJ,

Did you listen to the call? I heard bits and pieces but a couple points were very clear...

next Q will be weak and don't look for any upside ( we knew this 10/7)
beyond that hold on to your hats :)
flip-chip revenue wise a non factor fy 98
growing their market share...again ( pseudo-monopoly)
Asia in the short term will benefit companies due to lower costs:long term not much comment

I'm still holding...looking towards 34 short term

I too am sorry to hear about your horse...

john
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