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Technology Stocks : Stock Swap

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To: Tech Master who wrote (16877)	12/15/1999 5:22:00 PM
From: Andrew Vance	Read Replies (1) of 17305

Well, knowing my track record, I accept the task of doing the required DD on this. I do remember it from the past and from those price levels. 10X is not such a bad return over even 3 years. Patience paid off for you handsomely. BB status does not sour me on an investment. As a matter of fact, I am at a cross roads with a BB stock myself. I introdiced it to readers as soon as it reached the $5 level and am contemplating an entry as we speak. The company deals with LCD type technology and seems to be ready to forge ahead into helping make LCD type screens and TVs more competitively priced. As for now, our original foray into this technology was GNSS which has been an outstanding play, partly due to our timeliness and investing while the Taiwan Quake was taking its toll on some fabless companies that were at risk. It is proabably to high to recommend at these levels but does pose an interesting play. BTW - this stock is a perfect example of the expansion we have done beyond pure semiconductors. We occasionally do a great upfdate on the Taiwan TFT-LCD indiustry and pick up useful information that leads to some decent investments. AV

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