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Technology Stocks : ORBKF Anyone? -- Ignore unavailable to you. Want to Upgrade?

To: Bill Monahan who wrote (546)	8/30/1998 3:46:00 PM
From: Valley guy	Read Replies (1) \| Respond to of 575

I have no current position in orbkf. I wonder if the apparent value in orbkf might be illusory based on my unfortunate experience with a different company in a similar business. REAL seems to me to be in a field thematically linked to ORBKF. REAL's first quarter results were outstanding this year. I thought that if they hadn't been hit by the Asian flu yet, they must be immune to it, so I bought in around 12. The next quarter results for REAL were disappointing, and now it's around 5. The post mortem consensus was that there is a considerable time lag between the day chips get hit and the day chip-testers-and-quality-assurers get hit. Could the same scenario and reasoning (and dismal performance) apply to ORBKF?