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

To: Andrew Vance who wrote (10832)	1/22/1998 5:41:00 PM
From: Trader X	Read Replies (1) \| Respond to of 17305

The "under promising" phenom. I'm seeing it occur in every corner of the tech sector these days... seems like when prices are going UP, they all over promise, and on the down swing, thay all under promise...trying to get the most bang for the buck I suppose. AS for VECO, you may have it confused with another stock. It hit $73 in Sept. before falling to the current low 20s. It was VERY MUCH in favor as a next generation DD play. I persoanlly was in from the mid 30s in July to the upper 40s in August. My fear of an impending market correction coupled with hitting my target price got me out 25 points too soon! As for the VECO roller-coaster... no more so than all the others in it's sector! I don't think one can go wrong getting either SFAM or IPEC at these prices. They both basically doubled from April to Sept. last year, and they both dove back to those April lows this winter. So they perform equally it seems. Choose yer poison! The differnce that sticks out to me, is IPEC lost $1.70, while SFAM made +1.70 in earnings. I haven't a foggiest notion why, and the net effect in stock price performance is zippo. btw, I'm looking at AMAT finding support back around ~27, then taking off again. I think a secular bottom is near on these stocks -Kevin

To: Andrew Vance who wrote (10832)	1/22/1998 6:43:00 PM
From: Patrick Slevin	Respond to of 17305

Near as I can figure I have a high percentage trade on the morrow then I'm outta here. So I'll get back next week or "See ya in Vegas!"