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Technology Stocks : Ezenia! (VSVR) -- Ignore unavailable to you. Want to Upgrade?

To: David Lang who wrote (683)	1/15/1998 9:58:00 PM
From: Magnatizer	Respond to of 890

David VSVR has the best products in videoconferencing and that market is looking good. I was suprised they beat analyst (in fact i sold Jan 15 yesterday) so with any strength in the market tomorrow we could see a 1+point jump. I will be rolling my calls out anticipating some market weakness in the near future where I can buy them back at a lower price. I think investors are still leary of the tech sector as a whole which could possible slow the increase of VSVR price. Best of luck David

To: David Lang who wrote (683)	1/16/1998 10:27:00 AM
From: Magnatizer	Respond to of 890

David Not sure why the sell off this morning but I am using it to load up on more. Could be the old "sell on news". If it continues to drop I may end up holding these for a while but if it responds quickly to an increase I will be a seller for a quick 2-3 points. Best of luck David

To: David Lang who wrote (683)	1/16/1998 2:00:00 PM
From: Magnatizer	Respond to of 890

David After researching the prior earnings announcement responses VSVR has a recent history of falling 20-30% after earnings are announced. The last quarter VSVR fell for about one week then came roaring back to life. I think there are alot of speculators hoping to strike gold on VSVR and when blowout earnings are not announced they dump. Not good short term but great long term. I picked up shares in the low 13 range today. They may go lower but with the added good news of the distributor contract I didn't want to miss out. all of the thoughts are the opinion of a relative rookie so take with a grain of salt. Best of luck David