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Technology Stocks : ADFLEX SOLUTIONS ( AFLX ) -- Ignore unavailable to you. Want to Upgrade?

To: Kent Sarikaya who wrote (206)	12/16/1997 11:31:00 PM
From: Oleg Sogolov	Read Replies (1) \| Respond to of 718

Japan is way up in late morning trading on news of tax cut. So is Hong Kong. Watch the stock tommorrow testing over $18.

To: Kent Sarikaya who wrote (206)	12/17/1997 2:43:00 AM
From: Asymmetric	Read Replies (1) \| Respond to of 718

Kent - I agree. Keith Dunne is actually one of the more savvy analysts n the ECM sector, as well as one of the big fans of the sector. The article on his downgrade of the sector, and his contradictory reaffirmation of the fundamentals of the ECM sector, seems to reflect a political decision to downgrade the sector rather than a true call based on fundamentals. I agree that his downgrade was based on trying to hold the stock(s) back in order to allow his/ Robertson Stephens clientel to assemble a full position on this stock and the other stocks in this sector. For what it's worth, I think CPRD (Computer Products - power supply) is a buy here as well at a price of $16 or so IMHO. I know their power supplies are in a number of networking/ communication equipment we use here at where I work. The stock is well off (about 50%) from where it was only a month or two ago.