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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (16566)6/25/1999 2:34:00 PM
From: Logain Ablar   of 17305
 
AV

Also been away for a few days. My wife had the flu and it knocked her out for two weeks. Was actually a scary time. Had to stay home to take care of her. Plenty of soup.

PRIA is doing nicely but I would expect 2 of its competitors in this arena to start to move real soon. . One of these days soon I'll subscribe.

Before I do though it looks like we have a few more days of interest rate gitters and maybe RMBS will make it into a buy range.

PRIA just had a nice Hatachi win.

ASYT is doing fine with backorders it just needs to start beating earnings estimates.

CYMI - one of these days analysts will realize its part of the DUV food chain.

MRVC - Unfortunately I've liked this one from the high 20's. With LU's buyout of Nexabit and Junipers IPO this company would quadruple if management let them be brought out.

CHKP - nearing its peak and while it will blow away estimates you don't want to hold it on the day of the conference call when the CEO give flat revenue decreased eps for the next quarter.

AHAA - I don't have a positon in this one. I'm on to much margin in the semi sector as it is. Worth checking out with your readers. 6 weeks ago in the Sunday Globe they were advertising for a complete shift of workers in their fab. They just ordered from ASML and they provide chips to MOT (in Startek) and COMS (the lattest Palm (VII I think).

SFAM - My flyer. The risk is AMAT which is huge risk.

Just some thoughts and thanks for your input and thoughts.

Have a good weekend and hope you and your family are getting better.

Tim

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