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Technology Stocks : CHPS -- Ignore unavailable to you. Want to Upgrade?

To: Peter who wrote (2715)	1/21/1998 2:46:00 PM
From: Timoteo	Respond to of 2740

Peter: thanks. I like to buy quality techs (read long-term revenues and earnings with good products and management that have been hit. The market always overreacts. I am considering more ADPT, and like SFAM, AMAT and ALRN at these levels (have bought them all on weakness). Three special situations are TEAM target 15-18, BROC target 12, and SOFT target 6. If LHSPF drops below 45 it is also a buy. I am short CTXS, AVNT, and YHOO. I shorted more CTXS yesterday (see my SI post on Roger's Short Picks 1998) it is down 5 3/4 so far today. I would have shorted more AVNT but my margin limit is low because of all my CHPS tendered. Discover's not giving me credit, those dogs! AVNT is down also but both are good shorts at these levels. I would short ITWO at current levels (60+)if I can get the margin before earnings are announced. They will definitely tank, I see low 50s easy after earnings. Timoteo