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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: flickerful who wrote (7090)	3/2/1998 4:51:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

You've got my e-mail. I've started to get a few earnings warnings announcements from some high tech companies. Most of these have some exposure to Asia, either as markets for products or because they have build contracts there - such as wireless and cable companies. It has taken several months for the effect of the Asian financial tightening to be more fully felt. I expect this and next quarter to be lousy form some companies that are heavily exposed and then for things to start looking better toward the end of the year. This impact of the "Asian flue" could catch enthusiastic investors by surprise and may effect the general market sentiment for semis and semi equip stocks. I sure hope so as I should be ready to jump in.

To: flickerful who wrote (7090)	3/2/1998 4:59:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 11555

<<anyway, let me know if you want the chart. no hurry.>> Please let me have the chart !!! I exited today at the close at 14-1/2, really do not want to wait for another 2 years to break even. I think the techs are a little bit ahead of itself, especially consider the warning period is just ahead of us. I will post it here if I re-enter.