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Biotech / Medical : CTEC: Cholestech any other investors? -- Ignore unavailable to you. Want to Upgrade?

To: mozek who wrote (415)	2/3/1998 11:10:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 710

Hi, Mike.. Checking in. Betty points out that we could have expected more out of CTEC with the decent earnings report. But no complaints; we got a nice run coming in to earnings day. QWST is still a favorite: I bought more at 60 1/4, after buying up from 38. Check DPMI..up 6 today.. I had averaged down. The TER is on a tear.. AMAT ok... VTSS still running; finally some action on VECO after averaging down three times; I also like LTXX going out further; and those April LSI calls are finally running hard (too bad 40 of the calls were JANs!).. I've made so much money on your suggestions, I hate to ask again, Mike. But-- anything more new?? Thanks!! PS.... I worked out a value of $194/share for QWST next year based on current capacity sales... actually the fiber capacity price should be higher next year...so the estimate is conservative, IMHO...Cheers!! Duane