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Technology Stocks : Ezenia! (VSVR)

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To: Quan Nguyen who wrote (688)1/16/1998 10:29:00 PM
From: Magnatizer  Read Replies (2) of 890
 
Quan

I have a few thoughts on drop. 1)Some speculators may have anticipated a blow out quarter which did not happen. 2) In the recent market psychology investors are searching for a sure thing. VSVR is the leader in their field but they have stumbled this past year and 3) maybe some insider info we are not privy to. Regardless I feel this is a good time to get in>In my opinion< we will see a nice return at the end of 98 if entering at the present level. I am using the stock to write covered calls so I will generate cash flow throughout the year regardless.

I also own another stock which reacted similar after announcing earnings in line with estimates (LOJN) it has since recovered but i was dumbfounded over the drop.

Does anyone else have any information in regards to VSVR????

Best of luck
DAvid
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