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To: George Dvorsky who wrote (17648)4/1/1999 11:04:00 PM
From: patrick tang  Respond to of 25814
 
Hope you are right about a possible nice Barron's write-up coming. oem

patrick



To: George Dvorsky who wrote (17648)4/2/1999 5:10:00 PM
From: patrick tang  Respond to of 25814
 
After thinking more about that Barron's part, if it is true, then it does not mean too much except one more good write-up. But if it is not and the buying is from somebody in the know, then the floor of this stock is now $30. Similar as the 500,000 shares crossed 2 weeks ago that said that somebody big thinks the stock will trade way above $28.

I am always assuming that somebody has more info than the average street person like me. I may know the general industry trend, but as far as day to day stuff like up to date shipments and especially bookings, especially what bookings they are expecting from which big customers, the 'insider' analysts with close ties to the companies are more in the know. They are not that much smarter than us, but they get to look at the actual books while we do not.

patrick