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Technology Stocks : Axcelis Technologies, Inc. (ACLS)
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To: robert b furman who wrote (153)1/25/2006 8:52:57 PM
From: Lance Bredvold  Read Replies (1) of 195
 
I agree and am untroubled. Assuming market share improves gradually, I don't need immediate earnings or price increases. This is what I like--knowing that gains are coming though not as soon as most investors will want them. If--if, the gains do come and therein lies my only concern. Mary Puma has been a bit too optimistic in the past for me to have absolute confidence in her prognostications now.

I have a large holding in this company as the result of the puts I sold and were exercised. And I'm glad today.

Best, Lance
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