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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Donald Wennerstrom who wrote (660)5/22/1999 1:53:00 AM
From: Douglas V. Fant   of 718
 
Donald, MASK,PLAB, and DPMI may mirror what happened in SFLX, AFLX, PRLX, and SHEL. When SFLX and SHEL reported weaker order backlogs this quarter, I thought that AFLX would follow the same path- and it didn't! AFLX's backlog actually increased!

I'm looking at MASK, DPMI, and PLAB as a sort of "proxy" view into what is happening in the world of chip manufacturing, as a partial reflection then upon the flex market, like everyone else trying to "divine" demand in the flex/flip markets.. MASK reports June 2d I believe....
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