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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (4889)	2/19/1998 8:24:00 PM
From: LLCF	Respond to of 10921

< PHTN has negative cash flow and may not even survive the SE Asia problem, while ORBK, although very exposed to SE Asia problems, has tons of cash and is still projected to show healthy profits for 1998, a little below flat over its huge earnings in 1997.> Mason...can't help but to put my 2 cents worth in here as the above is exactly why PHTN is becoming a large position for me and may become my biggest in the next "Asia panic" which will probably come along. I totally agree with your post which is exactly why I love PHTN.... Its ALREADY priced as if i probably won't survive. I love that! DAK