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Technology Stocks : PWAV- the hot new IPO -- Ignore unavailable to you. Want to Upgrade?

To: JOHN CHEN who wrote (602)	1/15/1998 1:22:00 AM
From: Sung Q. Kim	Respond to of 1491

Thank you very much John. In my memory, most of your comments were the correct ones. I really appreciate your devotion to this thread. Regarding Korean economic situation, its currency has started to go up lately. Right now, it goes up 7.09%. Stock market has been strong lately, too. The political situation is stable, and those gigantic Chaebols agreed to comply with IMF's request. Thses companys are well known for its agressive survival tactics. Even though it's impossible to predict when the economic turmoil will stop, I think the situation starts cooling down. (IMHO :-)) In other words, the future of PWAV will be all right, again IMHO. I hope it's helpful. Best Regards,

To: JOHN CHEN who wrote (602)	1/15/1998 1:39:00 AM
From: Mike Winn	Respond to of 1491

John - you're OK as long as you aren't too exuberant :-)) Looking to own PWAV again but I don't know when, at what price. It all depends on the market. Everything changes so fast in tech, a year from now, who knows some competitors may take over PWAV, so I can't carry my loss for too long. Look at CYMER, a year ago, it's was the leader in laser to make chips, now the stock is at the 52 week low and the competition from Japan is stepping up.

To: JOHN CHEN who wrote (602)	1/15/1998 8:37:00 AM
From: Dr. J	Read Replies (1) \| Respond to of 1491

I just joined this thread and have been catching up on the old postings. Congratulations on such dead-on predictions! Re the Korean crisis: Company PR talks about a "prolonged period of continued market uncertainty..." What do you think that translates into: 3 months? 6 months? a year? It strikes me that PWAV has a very poorly diversified customer base (something they are obviously working on). Loss of orders from South Korean customers would be devastating in the short-term. I agree that the company looks solid, obviously has great engineering, but I think it's going to get hammered today because of the forward-looking statements.