TNCR, the MOST Undervalued Semi-Equipment Stock Message Board

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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock

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To: viamyid1 who wrote (282)	7/25/1996 3:29:00 AM
From: Paul Moerman	of 362

Chris, I agree that TNCR's outlook is positive longer term. Hard to believe how much it and many other techs have been battered - the market sure goes to extremes. Short term is a big question, obviously. I'm fully margined so have to be very careful and watchful. I even got scared this morning into selling my SGI position to raise a cash cushion in anticipation of a possible margin call. I got whipsawed, as it turned out (surprise, surprise!), but my portfolio can at least now weather another 5-10% downside correction if it happens - which I don't really expect. I like TNCR but will not add to my position given other techs that look equally (EGLS) or more (SVGI) attractive. Hopefully by sometime in 1997 TNCR will reward our patience! Good investing.

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