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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Kent Sarikaya who wrote (396)7/23/1998 1:06:00 AM
From: RButman  Read Replies (1) of 718
 
Kent

I am going to try to listen to the conference call tomorrow. How that goes should give us a better feel for the near term. We didn't get much future direction in the press release but I do like the response by management so far i.e consolidation of plant operations, investment in the Thailand facility, reduction in staff etc. If they can continue design wins and controlling expenses( the higher than normal yield losses comment), I really may be able to talk myself into adding more at these levels. At least writing covered calls is now an option while we wait for this thing to turn around.

Ron
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