Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Trader X who wrote (12585)	3/5/1998 2:05:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV I love Bargains myself. Went long on ASYT calls and shares. Entry was better since "autopilot" got me in at $22 even. Also in the shopping cart were KLAC($40), ADPT($23), INTC($76), CYMI($19.5), PLAB($24), and an in/out of AEIS (In $14.50 and out at $15.50). Positions are nice sizes but definitely not overboard. Some has been left in reserve and others have been placed elsewhere. My temporary disgust for the junk going on for the next few weeks (3-6 weeks) has convinced me to seek some safe havens. None of these are tech stocks and this is probably the first time you have seen me in print taking a somewhat defensive posture. SAMC - Samsonite Luggage - $34 PWJ - Paine Webber $37.25 LIL - Long Island Lighting $31.5 KSE - Keyspan Energy $35.5 I love a bargain but this time around, I want reserves for another shoe to fall and I want to have stable stocks that may not move, pay a good dividend, have good charts and earnings, AND a chance to appreciate in an uncertain market. No, I am not pulling out the Bearskin Rug, I am just taking some Tech run up reserves and putting them into more traditional places for the next tech run up. Andrew