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Technology Stocks : ADE Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Brian F. who wrote (307)	3/3/1999 6:09:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 346

Hi Brian, Thanks for the earnings info. Good to see one segment of their business pick up from the orders side .I wonder what a Magnetic Head Wafer Mapper generates in revenue - multiple orders from several customers sounds like a small bounce off the bottom. Although I'd like to see it happen quicker,It looks like conservative expense control and R and D into next generation products for the wafer business is doing all the right things. It seems, confirming that the bottom has already been put in place, is what most tech stocks need for the price rise in the stock to occur.It looks like Ade has now made the turn with consolidation continuing. Now, a slower cash burn with a tick up in backorder and we'll see the 20's.Most tech stocks have already popped to the 30's on less positive news regarding the disk drive business. You have to give credit to Abbe for being a conservative person regarding his candid remarks on the wafer side of the business.During sales slides like the industry has endured of late - My vote goes to the conservative manager. JMHO Thanks again for the update. P.S. I think the price action of the stock shows strong accumulation by someone - Thats very good Bob