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Technology Stocks : Stock Swap

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To: LLCF who wrote (9034)10/15/1997 8:13:00 PM
From: Andrew Vance   of 17305
 
*AV*--You are quite welcome. Its nice to hear success stories.

I would like to use this reply to also present a new list that puts a "stake in
the ground for what seems to be my top 32 stocks that I will be
concentrating on from this time forth. My universe has not been reduced to
just these stocks but rather I view them as representing unique oppportunities
from this day forth. I will be involved in the rest of the universe as opportunities
present themselves but these look to be the core 32.

The following list also has today's closing quotes. If there is any
problem
with the numbers, as a judge of performance, everyone is encouraged to post new
numbers that should be used for the metric. For instance, WFR is listed as
22.25 even though the chunk bought today was in the 20s and Kevin mentioned
I stated 30 was a steal. I have no idea where to place the price. The early list
from January of this year will no longer be used as a gauge either. All stocks
are ranked either 1, 2 or 3 with 1 being the top stocks on my list.

SYMBOL PRICE RANK SYMBOL PRICE RANK SYMBOL PRICE RANK

ALYD 21.375 2 DY 26.5 2 RDRT 24.375 3
AMAT 49 1 IDTI 13 1 REFR 9.625 2
AMD 29.5 2 INTC 86.75 1 SGI 16.875 2
APM 32 3 KLIC 36.625 2 THWV IPO 2
ASYT 36.25 1 LRCX 42.75 3 TQNT 29.5 2
ATMID 39.25 2 LSI 29 3 UTEK 31.125 2
ATML 34 2 MOYC 7 3 WCOM 35.5 3
BYDS 3.375 3 MTZ 41.75 2 WDC 38.75 1
CFMT 34.875 2 NPRO 8 3 WFR 22.25 1
CYMI 30.875 1 NSCP 36.375 2 XLNX 43.625 3
DRQ IPO 1 NVLS 61.375 1
Andrew
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