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Technology Stocks : Stock Swap

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To: Gary Burton who wrote (14672)	7/8/1998 4:22:00 PM
From: Andrew Vance	Read Replies (1) of 17305

AV--It just registered that my original response to this message that suggested KLAC to be the better choice of the 3 you listed also was mentioned as a stock that seems to be lagging this mini tech upswing. I want to make sure you understand that these 2 KLAC references are not in conflict with each other. I just put 2 and 2 together between the comments I made and used that as the driving force behind taking another position in KLAC (with margin money unfortunately). Both KLAC comments were derived independently of each other. You gave me a list to choose from and KLAC was the best of your list. It also turns out that they seem to be the "deal of the day" relative to the list of stocks I have on radar at the moment. Andrew

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