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To: Galirayo who wrote (12103)	2/13/1998 7:08:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--As well as ADPT has done, I am in lust with my ASYT shares and options. I am getting too scared to stay in this stock. I sold the stock in the $1M portfolio yesterday before the close but held onto my shares. ASYT is a company that I BELIEVE IN and one that will do well in the coming months (both in good conditions and bad) due oto the nature of their business. But $21 to $32 in less than 2 months is nothing to sneeze at. I will agonize over this all weekend and damn if it isn't a long weekend at that. At least ADPT closed above $24 for the week. This was not a bad return either. However, I have my reasons for holding onto it just a bit longer. Leap of faith time. After speaking with Jeff, I decided to use some of the cash in the $1M portfolio to buy 6000 shares of ALYD at 15.75 to add to the portfolio. The rest is being held in reserves for next week. For the past 2 months, I calculate the minimutual is up just over 15%. I expect this 7.5%/mo average return to drop this coming month since there is a nice size cash position waiting for new entry points. In the spirit of bringing new stocks into the discussion, I have brought another semiconductor company into my universe. I think that with the uncertainty in the marketplace, a certain type of IC device might fare better than the standard memory or logic device. I am talking about mixed signal devices (analog and digital circuits on the same chip). I have mentioned MXIM on numerous occasions and it seems to be performing very well. conservatively we have seen it go from $30 to $40 since early January for a nice 30% gain. MXIM is a great company with a top notch set of Analog Designers. Since this play has worked relatively well, I would be remiss if I did not look at ADI (Analog Devices Inc.) as a follow on investment. ADI is now not only in the universe of stocks but it is on active radar and on screen. I would appreciate the TA support from the thread gurus to determine a good entry point now. I think I might have missed the most opportune entry point but it may not be too late to take this for some points. WHat say ye all???<GGG> Andrew Update: I just caught up with the thread and noticed both Kevin's and Tech Master's comments on ALYD. Sorry, but it seems I am on Tech Master's wavelength this time. I, too believe this was a coordinated tank of the stock and used it as an opportunity to buy. Clsoe to 3 points this week makes this an ideal candidate for a 20% gain. I got to thinking that I should do a contra-Jeff based on our earlier conversation today.<gg> So it became 2 pros against 1 con. However, Kevin's insight leads me to put a stop loss limit of 13.5 in just in case. I also beleive that Kevin is wrong about being wrong. I think his comments prior to the last 2 days of decline were indeed correct. However, they seems wrong now only because of external "shady" influences by the "boys in the back room". IF you do not believe something is up look at the Open Interest on the ALYD options. something looks fishy there. Jeff pointed that out to me today.