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Technology Stocks : Quickturn (QKTN)
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To: William Douglas who wrote (70)4/6/1997 1:03:00 PM
From: Sam Citron   of 251
 
William,

Nice to see you here. I see in QKTN a fine company with a leading market share in tools that are desperately needed to increase the rapidity of going from design to silicon, in a world where time to market means the difference between success and failure. I don't rule out the possibility of volatility, but I think that at these levels, there is a tremendous buying opportunity.

You may have noticed that one indicator of investor sentiment (AAII poll) recently went from 63% bullish 5 weeks ago to just 27% bullish as of last Friday. At such a juncture, smaller companies like this often become orphans, with little remaining institutional sponsership. I feel that once the order rate returns to more normal levels and the synergies of the recent merger begin to take place, the stock will see the mid twenties.

I must of course issue the disclaimer that this is only my opinion and I would recommend a diversified portfolio with the majority of investment in strong core holdings like Lucent and Corning, which are making a mint on fiber while they invest in leading edge high margin opto-electronic components.

Significantly, none of these companies manufactures much for the consumer marketplace where the introduction of new technology is such a dicey gamble.

SC
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