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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Kent Sarikaya who wrote (206)12/17/1997 2:43:00 AM
From: Asymmetric  Read Replies (1) of 718
 
Kent - I agree.

Keith Dunne is actually one of the more savvy analysts
n the ECM sector, as well as one of the big fans of the
sector. The article on his downgrade of the sector, and
his contradictory reaffirmation of the fundamentals of
the ECM sector, seems to reflect a political decision to
downgrade the sector rather than a true call based on
fundamentals. I agree that his downgrade was based on
trying to hold the stock(s) back in order to allow his/
Robertson Stephens clientel to assemble a full position
on this stock and the other stocks in this sector. For
what it's worth, I think CPRD (Computer Products - power
supply) is a buy here as well at a price of $16 or so IMHO.
I know their power supplies are in a number of networking/
communication equipment we use here at where I work.
The stock is well off (about 50%) from where it was
only a month or two ago.
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