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Technology Stocks : Stock Swap

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To: Trader X who wrote (10296)	12/12/1997 9:47:00 AM
From: Andrew Vance	Read Replies (4) of 17305

AV--Trying Checking the lead times on some of th equipment and most of this "issue" will most likely be handled with "pull ins" replacing "push outs". They are always those companies that are not happy with the long lead times and will accept any improvements should cancellations or pushouts occur. This happens usually when new facilities are targeted to come on line and run into issues getting to the new tool installation point. Everyone wants the brick and mortar, facilitization and tool installation at the earliest point in time. They schedule equipment deliveries that way. Any slip in the schedule comes with push outs. When this occurs, someone down the line usually has a smile on their face since they can jump up a few spots in line. I viewed the bloodbath yesterday as a sign of a REAL bottom about to occur. I conferred with my associate and we margined the $1M account big time to take advantage of the "blue light Specials. I maybe too soon, a real trademark but the average down policy looks like it will be "wunderbar". Not all stocks were averaged and some new ones appear. ADEX 2000 @ 17.75 AMAT 3000 @ 26.75 APM 2000 @ 13 ASYT 2000 @ 21 LRCX 2000 @ 26 NVLS 2000 @ 29.5 PLAB 2000 @ 21.5 UTEK 2000 @ 20.75 Andrew

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