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Technology Stocks : General Lithography

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To: jsabelko who wrote (464)	7/15/1997 12:53:00 AM
From: Andrew Vance	of 1305

I am sorry if I gave the perception of staying away from MICN and ASEC. It was never my intention. I follow more stocks than I probable should and invest in more than I should. I also am too heavily invested in some stocks and should be a little more diversified. Most have paid off handsomely for me but the fact remains that I have spread myself out thinly in certain areas. While both companies may be stellar performers in the near future, they are not part of my limited universe. I choose not to be there, I am unaware of something that could be going on, or it has not made the radar screen of stocks I follow. In other words, it is purely too many princesses and not enough lips. When the time comes to exit or move on from my existing stock base list, I will drop some stocks and add a few more much like the rotation concept I have previously discussed. However, if some compelling information is shared on this thread that piques my interest, I can be persuaded to re-evaluate my list accordingly. Again, I have nothing derogatory to say about either company other than my interests lie elsewhere for the moment. Andrew

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