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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (936)2/28/2000 1:24:00 PM
From: Andrew Vance  Read Replies (1) of 955
 
Sorry for the delayed response but SI took second chair to getting some research done. Your list is interesting since CYMI is very attractive now, as well as LTXX (we were out in time and looking to get back in).

We took ETEC off the table too early but we almost nailed AMAT perfectly and are now on the sidelines waiting for the next opportunity. We were fortunate to bring BTUI to the readers just 2-3 days before the CNBC piece on the company, and pocketed a quick 50% for our efforts.

Right now, even though we are fully invested, we have our hat and coats on and are getting close to the exit door, in order to build up reserves for what we believe to be a stagnant or reversal of fortunes real soon. And after the air clears, we look to be re-entering at 10-20% discounts from the impending exits.

AV
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