Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Astropower (APWR) -- Ignore unavailable to you. Want to Upgrade?

To: Art Baeckel who wrote (84)	8/3/2000 12:17:43 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 214

Lorenzo Villalon, General Partner of Versant Partners, examines portfolio management strategies in this timely and deeply informative 2,600-word interview from The Wall Street Transcript. Villalon reports, "We have a conservative approach to investing. We have a well-diversified portfolio (typically 25-35 companies on the long side), with no single name accounting for more than 5%-6% of the total. We also typically carry anywhere from five to 15 names on the short side and are able to move quickly into a defensive posture when market conditions warrant." Villalon continues, "Capital preservation is one of our stated priorities. We have a very low tolerance for losses and, as we tell our clients, when quick decisions are called for to protect the portfolio, we move 'without emotion or delay,' whether in cutting losses, increasing our short exposure, or increasing our cash reserves." Villalon highlights AstroPower (Nasdaq:APWR), "We are very impressed with their solar panel technology and with their financial success. They are growing revenues at 50% and are quite profitable." To obtain this insightful 2,600-word report, call 212/952-7433 or see twst.com FYI Jim

To: Art Baeckel who wrote (84)	8/10/2000 10:26:06 AM
From: Yogizuna	Read Replies (1) \| Respond to of 214

That is very good news about the options, because even though I like this company a lot, have yet to take an initial position because of the previous lack of options with it. When I get a sell signal on a stock, many times I will sell the calls instead of selling the stock, so having options available is very important to me..... My technical analysis system has done pretty well catching the swings on APWR, so will most likely buy some on the next buy signal. Right now the system is in "no position" mode..... Yogi