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To: Will Lyons who wrote (333)	8/28/2000 11:18:38 PM
From: John Finley	Respond to of 565

you guys who know what the hell you are talking about. <g> hardly, I can just scratch the surface technically. The main thing that matters in stock picking is experience. Experience in human nature, experience in the herd mentality, experience in reading between the lines in the SEC filings, experience with panic and greed, knowledge of history and just plain "stories". What I've seen over time is that technical knowledge doesn't necessarily enable one to make better stock picks, it's just small piece of the puzzle. Any piece can be manufactured by determination, a good sense of perception, and some research. One prominent researcher with whom I've worked had a line of wisdom about a recent stock price surge in the bleeding-edge industry that we're in: "perhaps we know too much". <VBG> JF

To: Will Lyons who wrote (333)	8/29/2000 6:01:32 AM
From: unclewest	Respond to of 565

UTCI bought STRELING which somehow came from under the influence of ATMI [which I HIGHLY RESPECT] and that make UTCI a good bet IMHO hi Will, sterling of course had a SiC program....a few thoughts on that. if sterling really had something to offer, cree would have bought them...the 25 or 30 million price tag was easy...cree has 300 million cash. i have since heard that the sterling SiC experts may have jumped ship and now work for cree. rumor on cree board that a cree engineer visited utci very recently and said the clean room is a joke. the following simple technique has served me well. i keep 90% of my tech investments in companies that are growing revenues and earnings 50% or better every year. 10% max is for speculative investments....satisfies my gambling instincts....i figure if 90% is growing 50% or better...i can afford to play a little bit. uw

To: Will Lyons who wrote (333)	8/29/2000 9:51:29 AM
From: kinkblot	Read Replies (2) \| Respond to of 565

You review your mistakes? <g> Thanks for the kind remarks, Will, but I second what JF said so well, including the part about "knowing too much." Be assured that your contributions have been plenty useful. AXTI, for one, has done well for me. I also started following EMKR after you mentioned it; followed it closely through the low last October but did not pull the trigger, and that was a big mistake. Here's where I went wrong. I could see that based on their burn rate, EMKR would soon be back in the public market to raise more funds. I assumed that would be a negative; to the contrary, the underwriters pumped it up ahead of the offering. I've noticed that this happens more often than not these days; it also happened with KOPN last fall (outstanding ramp job by CSFB). They get the same slice of a bigger pie. Then, following the "Mr. Cheap's" approach to investing, I could not bring myself to chase it when it was going straight up, though I almost grabbed it during the selloff in April. Live and learn. WT