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Technology Stocks : Daw Technologies DAWK
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To: Katherine Derbyshire who wrote (415)11/4/1998 8:39:00 PM
From: Leo Mitkievicz  Read Replies (1) of 607
 
Hello Katherine,

Thanks for sharing your view from a higher vantage. It would seem appropriate to query the company.

In the more distant future I can envision a completely automated fab line, which will function outside the shelter of an ultraclean environment. But for closer time-frames I believe DAWK to be safe if management can maintain the core technology until the next upturn in construction.

Within the next five years or so, perhaps the company will have to reinvent itself to survive. I think they have at least that much time.

Regards,

Leo
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