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

To: Patrick Slevin who wrote (11035)	1/30/1998 7:50:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV -- you guys are a tough crowd. As the #10 poster you'd think I get some razzing over some of my last few posts. Instead, all I get is price perfromance on most of the stocks I mentioned<GGG>. BTW-my unmentionable stock is up again today I believe.<BFG> Kev-I like CRYSF but must honestly state that at its inception, around $13 a share, I went to the thread and asked what distinguished this company from ALYD. At the time, nothing did and then it took off making me feel like I missed the boat. ALYD finally performed well after that but I am remined that I could have jumped aboard CRYSF, allowed it to make its run, bail out with a sizeable % profit, and then ride ALYD's rocket trail sunsequently. OH WELL!!!! But is is Deja Vu all over again??? CRYSF is on the low side, you think it will make a move, ALYD seems frozen between 16.5 and 18.5, and possibly a second chance is being offered. HMMMMM!!!! I really do not know what to do<seriously>. Opportunity could be knocking again. As for me, I find myslef consolidating instead of diversifying my portfolio. Thenumber of stocks I am invested in is down by close to 40% but they do cover a slightly (real slight) broader base of companies within and outside the tech sector. I have almost divested myself completely of all my 500-1500 share residual holdings and backed out of some of the low priced stocks. Less stocks to worry about but greater exposure to shifts in prices. BTW-I finally have reached high anxiety and frustration levels with UTEK. Should it pop to $25, sayonnora. I have made more money playing ASMLF with its roller coaster at (3X the price) than sitting around for UTEK to perform as it should have. This will free up a great deal of capital for whatever 1998 holds in store for us. I dare, I double dare, I triple dare the market to push UTEK to $25 to allow my exit<GGG>. Finally, I can't help but feel that NVLS and PLAB are poised to pop, even momentarily. Just a gut feel since they have both been relatively quiet. Andrew