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To: j g cordes who wrote (16905)	6/30/1998 4:42:00 PM
From: j g cordes	Read Replies (2) \| Respond to of 69762

Does this company have any cousins? Might go long in prog logic area! Clint or Harry.. does this bode well for APLX perhaps? "Microchip Technology (MCHP) 26 1/8 -1 13/16: manufacturer of programmable 8-bit microcontrollers projecting better-than-expected Q1 results; sees Q1 net sales rising 7% sequentially and exceeding analysts' expectations; projects a 19% improvement in Q1 EPS over the Q4 level. Based on Q4 earnings of $0.26 a share, MCHP will make $0.31 a share for Q1, in the process topping the First Call mean of $0.27 a share...."

To: j g cordes who wrote (16905)	6/30/1998 5:03:00 PM
From: Clint E.	Read Replies (3) \| Respond to of 69762

Jim, somebody knew about AFCI. Look at its options tape today. 206.7.107.6 Should open at 25 tomorrow. Hope nobody is long. Clint

To: j g cordes who wrote (16905)	7/1/1998 6:12:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69762

Jim, >>AFCI Argh, now you can see why it annoys me to no end that I can't short NASDAQ stocks. It would have been a great short. They missed estimates by 50 percent so a 50 percent cut in the price of the stock is about normal. It will be over done but normal. It might have some effect on TLAB as they own about 7 to 10 percent of AFCI. To add insult to injury the markets are closed in Canada tommorrow because it is Canada Day so I can't even play the dead cat bounce. I am looking to go long AFCI as an investment once a bottom appears to be put in. On another related topic, I noticed in an article this weekend that COMS was identified as the JBL customer that cancelled their order last Q due to weak sales and the excess of their own internal manufacturing capacity in Europe. If true the turn around COMS talked about in their conference call may be weaker than expected. There is not way to confirm COMS is the customer that I know of. This is not good as Europe has been one of the bright spots in the world economies to date. This is not a trend yet, but I think it is a prudent to keep an eye on European sales of other companies. I won't be around much this week. I need to concentrate on work the next few days. I have been working on a problem for weeks and I finally made a break through this weekend, so I have a chance of getting back to a semblance of the original schedule. Have a good week trading. Oh, HAPPY CANADA DAY EVERYONE ! Harry