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

To: Oleg Sogolov who wrote (388)	6/11/1998 2:29:00 AM
From: Kent Sarikaya	Respond to of 718

Too tough to call Oleg on the price. You are not alone in your OUCH. It's dropped like a rock so I figure most of the worse is over, but you never know. I figure this is the first bad quarter and perhaps the street will leave it hover around 10. Now if it disappoints 1 more quarter I can see going to 8 then if they disappoint yet another then down to 6. I think the street should leave some room for future news. The company did take steps and is taking one time charge. The actual decline in earnings is 12%. So maybe not as bad as it appears. The conference call might answer the questions that remain. The management still goods about the second half of the year. I have heard that some hd makers are seeing the end. Not all obviously though. A Dell, IBM or Compaq can really effect how this stock does in the future. I don't think we can look out too far, but I don't think we will be in the basement too long.