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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Jeffery E. Forrest who wrote (9295)	11/15/1997 1:33:00 PM
From: KM	Read Replies (1) \| Respond to of 22053

JEF: Glad to see your thoughts on the semi-equips. I think you're right thought it's not a popular view right now. I've been buying UTEK too - great prices. Want to start a position in TER. BTW, I've been shorting some of the drillers with good success. I think they still have some downside in them. You play this sector?

To: Jeffery E. Forrest who wrote (9295)	11/15/1997 7:23:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 22053

Jeff, thanks for all the information. Luckily I got out of WDC in Oct just missing a second haircut. I was in UTEK about a year ago and got almost a double. Back then it was considered a relatively low tech, cheap tool maker. Now it seems UTEK is one of those leading the charge. Interesting! BTW I am recently long ASMLF. I think I will take your advice and not take on any more networkers for a while. I still am very long CSCO, plus longs in MRVC, LARS, APEX. CYMI broke my heart (and my wallet), and I agree with you it has gotten a bum rap. Am still long CYMI and JMAR (any thoughts on JMAR?). About a third of my portfolio is in oil drillers (CDG, PDE, FLC, MIND). How come you're not in oil drillers? They're a wild bunch, and keep making new highs -- the right prescription, no? Some of my other nontechs: CLST (they shrink-wrap cellular phones and sell 'em to the Chinese and South Americans), CXC (private prison corp), THRX (radioactive drugs for prostate). Let me know if you plan to short any of the above <ggg> BTW I saw your "I told you so" and "I feel your pain" post to Marshall on the RACE thread. You rascall! But well deserved, IMO. <g> Tulvio