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Technology Stocks : Stock Swap

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To: ForYourEyesOnly who wrote (8898)	10/8/1997 7:07:00 PM
From: Andrew Vance	of 17305

AV--First a short message to everyone. I am alive and well and have been out of touch for the past week!!! I needed to take a break to juggle 12 things going on in my life at this time. I hope to be back in action by this weekend. I am in the rocess of catching up on all the posts and will respond to them in order. THC-I like SMTL but think the Cu processes are too far out to factor into SMTL pricing now. I like it for what it is now and what it is delivering now. MONDAY MORNING QUARTERBACKING: ASYT - was a great buy at 36.5 ATMI - was a great buy at 37. I see $50 by New Year's Eve IDTI - was a great buy at 11.875 TQNT - in the buying zone now SGI - waiting for the bottom and then jumping in WFR - in the buy zone right now ESTLF - loved it at 13 and now close to 14 LRCX - on the road again CFMT - in the buy zone again CYMI - Great buy in the 27s AMD - was in buy zone with time to climb aboard still BYDS - WHOA BROTHERS AND SISTERS. The $2 buy downs are paying off. DY - the sky is the limit and I am still holding. I like Boi's $40 prediction. MOYC - starting another upward cycle again PIXR - I got out too soon it seems NPRO - may stay at this level for awhile but it is in the buy zone DD-Disk Drive Guys APM, RDRT, WDC, QNTM, INVX, HTCH bear close attention. I like both RDRT and WDC now. KLIC - this is Kevin's stock which I was following. I like it now (after the huge fall from grace). FTEL -Everyone should congratulate Cindy Cannon since she was patient and let the profits come to her. Shares at $1.50 look real nice at these levels. IPOs to watch out for: Nanophase, Insync, Thermawave. S-1 on each has been filed and no date has been set yet. We must be ever vigilant for these. Sorry for the brevity but I am trying to get some of my life untangled. Will post a little bit later tonight, I hope. BTW-Bailed out of CSGI for a nice healthy profit today. It might have been too soon since AJ has not announced an exit strategy. Andrew

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