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Technology Stocks : APSG - Applied Signal -- Ignore unavailable to you. Want to Upgrade?

To: Gregory DeMoully who wrote (649)	2/5/1998 3:46:00 AM
From: FIFO_kid2	Read Replies (2) \| Respond to of 884

Greg- I have thrown in the towel on playing with the tiniest microcaps for the time being. I don't think it is the right time to play them and highly doubt you will get rewarded because they are typically the last ones to move in a bullish cycle.I also have my doubts that this latest run will last long enough for all companies to participate. I am now a sector rotator and I tend to play the more familiar names (ASYT GTW and in three oil drillers PDS GLM BJS but all of them look good). I am in ASYT because the capitalization is large enough for institutional interest, their earnings are rising and their product is a encounters little competition within the semiconductor capital equipment sector. ASYT was the most volatile stock on NASDAQ in 1997 and is already up 50% in 3 weeks. I also bought GTW because it weathered the correction admirably and it was going to get an immediate windfall on lower component prices for PCs. Lastly, I would play the oil drilling sector for a nice run that has just recently begun this week. Regarding APSG I would sell it on the release of the earnings data because I highly doubt it will have carrythrough much like VARL and EQNX on their stellar announcements. Also you must play the sectors and not hold them long.