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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (14790)7/16/1998 1:04:00 AM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--Nice day today for the "Good Guys" in the market. Sometimes absence works well for you. So here is a short recap.

1. Take profits when presented.
2. MIPS - we are at 50% profit within 2 weeks. Those invested along with me are hereby on notice. WHY THE HELL ARE WE STILL IN MIPS??? Take the money and run. You heard it here first. I wash my hands of any grief if this baby retraces. However, I take the Fifth on what I am doing with my shares<GGG>.
3. AMAT paid my salary for the week since the GTC at $30.50 kicked in.
4. Still have SYBS to finish out the week for the other part of the salary.
5. PLAB responded real well and a few more shares will be sold just to create cash.
6. ASMLF is looking like it is getting ready to pay off in the patience department.
7. Took 10% on some (not a good amount) UTEK shares with its run up from the 19s.
8. CYMI is really looking nice these days. I love it when a plan comes together, don't you???
9. The average down on IDTI seems to have paid off today.
10. I mentioned KLAC and it is getting close to a 10% gain.
11. UTEK, TER and VECO were mentioned recently and are looking nice for a quick few percentages before any retracement takes place.

All of the above is attributed to what I would like to call the SEMICON West Tech Rally. The meeting, the earnings, the show, the hype, etal., seems to help some of these stocks make some nice moves during this timeframe. Therefore, tread lightly and protect profits in case of a post partum SEMICON effect.

Andrew
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