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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: Berk who wrote (3799)	10/2/1998 12:43:00 PM
From: Gary Burton	Read Replies (3) \| Respond to of 5944

Dick--FH writes a monthly tech newsletter called the High Tech Strategist. He and Bill Fleckenstein have long been 2 of the most vocal tech bears around. They were featured in Barrons a few weeks ago. A number of tech industry execs subscribe as i understand (I heard about FH from the Pres of a high tech company a year or so ago). FH makes a lot of sense imo. I was struck however this time around him mentioning ADPT as a potential long to buy "once the 'nifty techies' finally fall (ie the DELL's of the world) as signalling the end of the correction. judging by today's action in ADPT, I'm a little early. But I find FH's comments reassuring since he's quite bearish on technology and has been for 2 years. He also likes NOVL btw