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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Kent Sarikaya who wrote (633)3/31/1999 1:38:00 PM
From: Douglas V. Fant  Read Replies (1) of 718
 
Kent, You'll think I'm crazy saying this, but I hold on "faith". There are a series of megatrends out there in tech/telcomm and I try to buy into stocks in front of the megatrends which are value stocks and then hold on.

The "megatrend" that I am riding here is minitiarization of electronic consumer goods. You can't keep shrinking the footprint of pagers, cell phones,etc. without using flex circuits and flip chips. So I bought AFLX and will hold.

Nothing may happen, but I'll take that chance. Two stock I hold that are similar to AFLX, BLHG (consumer plastics in Asia) and AFCI (riding the telcomm data trend) in the last two days have exploded on the upside, one up 70% and the other up 30%- literally out of nowhere. I'm betting that the same will happen here.. We'll see...I'm not going to be "bluffed" out of my position by doomsayers.. And if AFLX "crashes and burns", I'll just take my technicque on to the next candidiate.... If you have the time, go over to audioinvestor.com and listen to Berger Small Cap Fund Manager Amy Selner's new interview. She for e.g., will give you a persuasive case for e.g., on why software stocks versus computer hardware stocks should outperform over the next five years...If you have the time, haunt Audioinvestor as they try to feature speakers taling into those megatrends on a regular basis....
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