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Technology Stocks : Stock Swap

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To: Trader X who wrote (14620)	7/2/1998 1:15:00 PM
From: Andrew Vance	Read Replies (1) of 17305

AV--Glad to see we finally agree on the Disk Drive sector. I have shied away from them for months with the exception of a little WD dabble. Hopefully everyone had their "DANGER, Will Robinson" hats on these past few months and found safer havens for their investments. (like Telecommunications) For all the ripples in the market, the Telecom guys have either held their own or prospered. This was one of the reasons I went there and have been real quiet on my "core" IC technology sector. I will be getting a little more positive in the IC tech arena in the weeks to come if my visit to SEMICON leads me to believe that there is a light at the end of the tunnel. For those interested, WJ took a nice post-open pop today with no news so far. Considering the type of business they are in and the market capitalization, I wouldn't be surprised to see some rumors in print over the course of the next few days. Cindy and Judy-if you are reading this you both might want to be taking a closer look at WJ amongst your individual investment discussion groups. Andrew

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