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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (12431)2/27/1998 2:24:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV* -- Monday Morning Quarterbacking CFMT

I was informed that I did not include CFMT on the PSA (boy do I feel silly about PSA. I though it was an airline).

CFMT reported a loss yesterday as it presented its quarterly results.
Had I included it, I would have said I was holding and will continue to hold until it performs. Its time is about to come and any dips into the 17s should be used as an opportunity to accumulate. this last item is too late to act on, hence Monday Morning Quarterbacking by myself.
Key point is that CFMT will perform this year and has not been forsaken by me.

Andrew

BTW-I will only mention this once, I hope. ISNR (intelligent Sensor Technology) filed SEC documents last week for an upcoming offering between $7.50 and $8.50. Do a little research on this company at your leisure. It is a sensor company that will use MEMS technology to manufacture industrial and commercial sensors. One such sensor might be tire pressure sensors for the automotive industry. MEMS is a fledging technology just cracking out of the shell. We know it best in the form of the accelerometers that are incorporated into the car airbag systems. the most sophisticated of these are made by ADI.

Also, I still am not very motivated by the DD sector but I cannot deny the exuberance I feel for the Quinta article I read. they are a wholly owned subsidiary of SEG. If SEG were to raise money by taking the company public (Quinta), I think it would be a worthwhile activity. Barring that event, I have to admit SEG should be looked at closer. It is the #1 disk drive supplier I am told and this high density Optically Assisted Winchester Technology is a step function improvement.
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