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Technology Stocks : Zygo Corporation (ZIGO) -- Ignore unavailable to you. Want to Upgrade?

To: Douglas V. Fant who wrote (700)	5/6/2000 1:29:00 PM
From: jbkelle	Read Replies (1) \| Respond to of 722

Douglas, 60% run this week, 25.5 to 40.75...excellent move. Now, does the stock have legs enough to continue to run? I think it can run to 45 or so, but then I think it's got to take a break. I think they'll do well with the Firefly acquisition, but it'll take a quarter or longer to see what fruit that division will bear. For now I hold, will consider selling half my position if it stalls for any length of time. The half I bought at 10 will stay with me until at least July unless the stock runs back to 70. At that point my wife will insist on furniture. I also think that we'll see another hard bounce down, and that could easily take us back to 20...additional incentive to let go of half in the 40-45 range. Since I also own MTST, I'd love to see that run back to 19 or so. From the annual report I'd say they've got a ways to go to justify that kind of valuation based on fundamentals. JBK