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Technology Stocks : Axcelis Technologies, Inc. (ACLS) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (104)	4/11/2005 11:10:46 PM
From: Lance Bredvold	Read Replies (1) \| Respond to of 195

Bob; I was just over there reading that news. And remembered that I had made a mistake in my posting to you here. I sold puts rather than calls and that is why I will most likely be buying another 1000 on Friday at $7.50 (net cost $6.25). Symbol ULSPU. I'm not sure I should admit that I put some faith in a couple of the positive posters on the Yahoo board. I believed the Australian fellow who claimed to have worked for them in Europe and told us about poor management in Italy but good technology capabilities. And good people. After he posted a number of bashers showed up calling him an idiot pumper and such, but he was reasonable and sensible and just left. Now this fellow sounds reasonable too. These guys can write articulately and well (a rarity on Yahoo) which gives me some confidence. It is possible that someone at the company and at VSEA monitor those boards and provide both good info and FUD via pseudonyms. I am vaguely familiar with the importance of the single wafer implanter and that VSEA has been stronger there but the thing he said which impressed me more was the statement that employees were moving to ACLS. Both statements should be verifiable though I don't know how to do it easily. I guess maybe one of those lists of employment opportunities from ACLS website would give a clue that some department would be hiring. And I think sometimes a key person might move and bring most of his department with him. I would like to know it that were definitely true. And also if the people who came are malcontents. My experience has been that there are talented people around who will jump whatever ship they are on at the drop of a hat. Thus they are of little real value to anyone, but others often follow them and might form up a valuable new department at ACLS. Someone with 28 years would not be one of those, but the first of the 6 might well have been. My investment style tends to those sorts of vague readings of management's style and honesty rather than trying to outanalyze the people I buy and sell from. I will abandon this or any investment hurriedly whenever I learn that management exaggerates or overpromotes their results. Works sometimes, and other times not. Today it worked with a little Chemical Co. spun out by Great Lakes Chemical a few years back. Octel out of England I owned for a few years and they stopped expensing any of their huge good will backlog as soon as the requirement was dropped. I got lucky and gave up on them selling out completely at $28.00 and today the CEO resigned after the board found questionable private actions he'd taken. Might be a turnaround possibility however. Hope you don't mind the off topic portion above. We seem to be the only two active posters here, so I take greater latitude to my talk. It does me a lot of good to tell others what I'm thinking and doing and I use a couple of slow boards for that. The Yahoo Raven board is one of those. Best regards, Lance