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

To: Katherine Derbyshire who wrote (6607)	8/11/1998 8:35:00 PM
From: rlev	Read Replies (2) \| Respond to of 10921

OT On the disk drive discussion ... I've had the same problems with quantum ... 3 out of 3 drives failed with in two years ... 1 the day I got it and the others lasted about 1 maybe a touch more. I had a fourth but it vibrated so much I sent it back. I don't buy them anymore ... it's interesting that you have seen this kind of thing with wdc ... hmmm ... I wonder if this is common? My wdc and ibms seems to be doing fine ... An now back to the streets ...

To: Katherine Derbyshire who wrote (6607)	8/15/1998 1:07:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 10921

Katherine, Having recently visited the Yahoo board concerning ASECO I was surprised to read a variety of rumors concerning the company (usually SI is a better source of information but there has been no specific information posted here): * Layoffs of engineering talent * Lack of success of their new machine vision handler. * Mismanagement of WED leading to lawsuits and lack of orders there. * Lack of competitiveness * General mismanagement Their current stock price would seem to reflect some of this beyond the slowdown in back-end equipment. Do you have an informed opinion that you would like to share on ASECO? Thank you, Dave Rosenthal