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

To: Tech Master who wrote (12430)	2/26/1998 10:59:00 PM
From: Andrew Vance	Read Replies (8) \| Respond to of 17305

AV -- Public Service Announcement -- Based on some joking between Tech Master and I, it is important to me to make the following comments. The following stocks are some that I have spoken quite animatedly about of the past few weeks. I have no idea when or if people followed me into these stocks. However, I need to tell you where my head and wallet are at for some of them. DIMD - @ $14.375, I am near a profit target and it can be liquidated real soon. NCDI - @ $11.375, I am being greedy and may pay the price for holding since I have already EXCEEDED my profit percent exit price. AV beware. CIEN - @ $41.375, I am holding and need 2 pts to get even on the first entry point. Got in too early and want to make sure the community gives me a dunce cap for it. i did catch a little below $40 but not enough to consider it a average down. TER - @ $47, I grow weary of this stock due toi a great run up. this is not my core competency but I do understand the need for higher performance IC testers for the present and future device technologies. this one may have some legs to it but I am putting a $46 GTC sell on it to protect profits with the proviso I get a call prior to executing it to make perfectly sure it is what I want to do. RAIN - @ $15.625, I have a $15.5 stop loss on it which will be raise 1/4 point for every 1/4 rise in the stock. I want out, for the moment but am experimenting at letting the profits run. Scott and I have done well here but This is not my sector and profit percents have been just barely reached. ASMLF - @ $95.375, I am petrified here and am way past my exit point due to the step function price jumps it has done. Stop loss is in at $90 solid and will be moved up to $95 when the stock hits $100. I hope a $5 spread will be enough to handle some sunbstantial downticks that can occur. This is a mid/high $60s and low $70s entry point. AMAT - @ $37.875, oh ye of little faith (including me), I need to hold on since it is not participating in run ups as well as NVLS and KLAC. Part of the reason might be that the 500lb gorilla has 366 million shares outstanding while the other 2 only have in the 80-90 million share range. What do they TAperts think?? AMAT is the #1 equipment gorilla and I haven't gotten my obnoxious gains yet (high 20s to low 30s) CIG - @ $23.375, stick in my mouth<GGG>. I like it and we are entering Spring, when a man's fancy turnes to lighting up hjis stogie and parttaking in some magnificent views (you figure which ones I am talking about). AMD - Sayonara baby. After today's run up which I cannot explain and do not care to know. This is a 25%+ baby and it is gone gone gone tammarah!!!! ATML - officially in a buy zone. I gotta find a place to put $$$ into another IC manufacturer after AMD. I screwed up on XLNX and ALSC is no lnger a viable choice. NSM might be but ATML is smack in the middle of the radar. ADPT - @ $27, all I can say is that Patrick and I made a great team on this one. He helped me play the takeover in such a fashion as to protect profits. When it was done, $$$ was made on the PUTs, CALLs, and Stock while some CALLs looked not so good. Sotck was bought back on the retracement along with more CALLs. (BTW-Patrick, the sale of the stock was not an issue since it was commission free!!! Brokerage makes a market in the stock). Now all the CALLs are in the black and the stock is well into the profit zone. I will hold because there may be another announcement real soon that might get us to $30. Okay, a little greed here but the stop lossis at $26 just in case. KLAC @ $48, up $2 today. Remember us mentioning it at $38/$39? Well, I ain't bailing buds!!! This is enabling and I will run with this puppy for better or better (yep, there will be no worse). NVLS- @ $49.375, Well what can I say but "WHATTA RUN" and yes, the greed monster forbids me from bailing out other than an autopilot at $47 for now, subject to the fickle nature of my mind. SVGI - @ $27, BIG MISTAKE AV!!! I do not like it and did not buy it and I still don't like it. However, for those that did it anyway, you were smart and I wasn't. You got a good run from 22/23 up to 27. All I can say is that I would protect profits here and I would look seriously as to why it got this high. But what do I know??? It's a winner and I want nothing to do with it at this point in time. ASYT-@ $28, was a premature sell on my part for "the portfolio" but I did get out a tad higher for myself. I do not hold the size position I desire and there is non in "the portfolio". ASYT is on radar and in the buy zone. I want to try to get a few more fractions downward. Last but not least, CYMI - @$22 is a very emotional stock for me. I am in this for the long haul and only a pop to $30 would make me trade out my position. Could it do this? Let's hope so!!! I have the GTC call on for $30 and will laugh all the way to the bank with a 50%+ on this one. I think I have covered all the stocks that I have mentioned over the past few weeks and I hope I have clearly documented my positions and feelings for them. This list only represents those stocks that I believe I have openly discussed these past few weeks and does not represent all my holdings. If you feel any were left out I will be happy to publish those. I want you all to be clear where I stand on these stocks. And those who have folowed me into some of this stocks, I want you to think about protecting profits and making your own plans for how to handle these stocks. Let Your Greed Guide your decision and look for the grey cloud since trees do not grow to the skies forever!!! How's that for a disclaimer!!!<GGG> Andrew