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To: Dale Baker who wrote (3332)	3/2/1999 5:03:00 PM
From: Mao II	Read Replies (2) \| Respond to of 118717

DB: I added a response to that AMAT valuation post with an edit. THings fell apart today. In fact, things are not looking too good. Fortunately, I am wrapped in CPQ with a minor 10-20 percent short term downside. (They are talking criminal action on the COMS thread.) Sigh. M2

To: Dale Baker who wrote (3332)	3/3/1999 11:59:00 AM
From: Ron Struthers	Read Replies (2) \| Respond to of 118717

Dale, nice thread you have going here. You might be interested in some techs I follow, I look for those that will have future leading edge technology, some are at early stage and don't have much revenue growth yet but others are well advanced and not discovered by the market yet. You can find these at my site sentex.net go to the Future Tech section. TSI Telsys may fit what you look for. TeraGlobal and Research in Motion we recently sold out of. Would love to hear your comments Ron