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Technology Stocks : ICOM: Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Otimer who wrote (21)	12/13/1997 10:06:00 AM
From: Wallace Rivers	Respond to of 494

PMFJI: People ARE concerned about Asia, Korea specifically, treating ICOM like a one trick pony, which it is not. Call up IR, and he will give you his appraisal. That would be the best way to satisfy your curiosity. And, from what I've been told, there has been no dropoff in biz from that area of the world. Investors are concerned about the POTENTIAL of such a dropoff, and are generally scared of the tech market as a whole. Where ICOM stabilizes, I have no clue, and for anyone it is merely a guessing game.

To: Otimer who wrote (21)	12/13/1997 2:02:00 PM
From: Wallace Rivers	Respond to of 494

Also read the text from the release of ICOMF news from yesterday (see prior post). If one is to believe this, there is no impact from SE Asia's problems.

To: Otimer who wrote (21)	12/14/1997 7:59:00 AM
From: james d. hargrave	Read Replies (1) \| Respond to of 494

otimer, I do think people are over-reacting to the asian thing. This time of year investors do strange things for tax reasons also. Therefore,we could see lower lows, which I see as a great buying opportunity. I'm being cautious though. All my small-cap stuff is really down right now and I'm beggining to re-evaluate my strategy. In 3 years, this is the worst my portfolio has looked. Not because of ICOM, but similar investments.-good luck! jh