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Technology Stocks : Stock Swap

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To: Trader X who wrote (7111)7/15/1997 1:05:00 AM
From: Andrew Vance   of 17305
 
*AV*-The EGLS announcement relative to SMIF is not a real eye opener since any Tom, Dick, or Mary (politically correct) can put a minienvironment around its equipment. Take it from me since SMIFing is an area I have a great deal of experience in. The actual feature functionality is noteworthy but nothing to send the stock into orbit.
EGLS is a good company but so are TER and LTXX. We are dealing in an area that my expertise is not real noteworthy either. My limited expertise in this area suggest that this is nice but not "rocketry" in the making.

The July 8th AGAI release is just one of the reasons I am very high on this company. They provide a great technology and are small enough to be a good takeover target. I am concerned that they may not have the "umph" to get over the 300mm hurdles effectively and will need some help. This is good if I am right. Quality companies do not go bankrupt or down the tubes. they get acquired or form very profitable strategic alliances. AGAI is a new addition to my universe of stocks.

Andrew
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