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To: vish ramamurthy who wrote (4477)	1/8/1998 2:58:00 AM
From: Jacky AY	Respond to of 7841

I really question your understanding of the tech sector. You mentioned DD makers and, also, ASND are commodity makers?! I would argue to the end that SEG, for example, is not a commodity maker. Fast HD spinning at 10000 rpm are made only by SEG and Fujitsu. So, at least the high-end HD are not commodity. The real commodity makers are QNTM and WDC since everyone can make those low-end drives by purchasing readily available parts from RDRT, HTCH, KMAG and the likes. And you mentioned ASND as commodity maker? That's the biggest joke I've in this year. Their remote access line currently are the best selling product in that field. COMS make NICs and modems; it may be the only commodity maker in your list of companies. Don't think that a stock come down is for sure due to the company selling commodities. ASND and COMS have company-specific problem. DD companies are down because of greed by new players and some dumping by foreign foes. On the other hand, the real commodity makers are MU, CRUS, SIII, TRID, ALTR, ATML, etc... But there's no fault in making commodity products. Sony, Panasonic, GE are making commodities like TV and VCR; yet they're making tons of $$$.

To: vish ramamurthy who wrote (4477)	1/8/1998 7:12:00 PM
From: Proud_Infidel	Respond to of 7841

. To own the DD makers is very risky and any commodity type companies like ASND and COMS are in the same boat.<snip> If you want to make money, look at the airline sector. Excuse me, don't airlines count as a commodity business? My idea of a non-commodity business is one which owns proprietary technology and can profit from it. This certainly cannot be said for the airlines, which compete on PRICE. Airlines are performing well at this time in part because of declining oil prices. Regards, Brian