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Technology Stocks : Active Voice Corporation

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To: Mr. Sam who wrote (8)	1/29/1997 1:40:00 PM
From: Robert Schling	Read Replies (1) of 26

Hello Mr. Sam, Good to see you on this "very active" thread. By the way, I'm still long SFAM (for the long haul) but took some profits at 36 3/4. I may rebuild below 30. I have added some shorts to my portfolio (I'm now net 70% long) because I consider 1997 to be a difficult year for stocks since the overall market, particularly the blue chips (including techs such as MSFT with a P/E of almost 50!), appears stretched. This doesn't mean that there aren's any good values around -but less than last year-, and even those will be dragged down by a correction or two. A year for careful stock picking, and not getting overextended into margin territory... ACVC is back to sequential growth far beyond their current P/E and is in a confidence building stage after their 1996 loss of the Comdex OEM business. This is alway the kind of play I look for: solid growth, underfollowed by the big boys, and possible P/E expansion (just like SFAM) once the stock pops up on the street's radar screens. Your comments about ACVC products' reception in a large organization are encouraging. I think we are going to enjoy this one. Robert

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