CTEC: Cholestech any other investors? Message Board

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Biotech / Medical : CTEC: Cholestech any other investors?

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To: mozek who wrote (415)	2/3/1998 11:10:00 PM
From: Duane L. Olson	Read Replies (1) of 710

Hi, Mike.. Checking in. Betty points out that we could have expected more out of CTEC with the decent earnings report. But no complaints; we got a nice run coming in to earnings day. QWST is still a favorite: I bought more at 60 1/4, after buying up from 38. Check DPMI..up 6 today.. I had averaged down. The TER is on a tear.. AMAT ok... VTSS still running; finally some action on VECO after averaging down three times; I also like LTXX going out further; and those April LSI calls are finally running hard (too bad 40 of the calls were JANs!).. I've made so much money on your suggestions, I hate to ask again, Mike. But-- anything more new?? Thanks!! PS.... I worked out a value of $194/share for QWST next year based on current capacity sales... actually the fiber capacity price should be higher next year...so the estimate is conservative, IMHO...Cheers!! Duane

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