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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: fiberman who wrote (6933)10/28/1997 12:53:00 AM
From: SidStock  Read Replies (2) of 14577
 
RE: **** OFF TOPIC *****

Kev,

Well.... I sold 1/2 my ASND early this am for 32, mainly to raise
some cash. Just didnt like the open this morning. Buying ASND
at these prices will probably be rewarded, like it better than SIII.
I'm completely out of SIII (final sell today 8 15/16) but still
holding my puts. Sold some other junk early am too.

Bot IRIDF at the close for long term portion. Also, call me
crazy, but bot some SGI today. Thought I would sell it tomorrow
after earnings/conf call, but the analyst call got delayed.
Contacts say big layoff coming... possibly something else too.
Not sure now what will happen with the delay till thursday....

WDC looks attractive at these prices, but i think there is more
disk drive trouble ahead. Heard large inventory at QNTM & SEG
and dumping may be coming... Like HMTT @17 in the disk drive area.

Tomorrow will be intesting... should see wild swings both up and
down. I want to wait till dust settles to commit remaining cash.

Sid
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