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To: Andrew Vance who wrote (12970)3/27/1998 9:57:00 AM
From: Papillon  Read Replies (1) | Respond to of 17305
 
Hello Andrew, You're my StockWhiz (Tech Master's doing pretty well). I got back into PRIA. Still holding KLAC. Bought some of TM's pick: TRBDF. MRVC is starting to worry me, but gosh, don't you just love PFE? I've never seen a single new drug get so much free publicity. After approval in a few days the stock will move another ten points, at least. Split is likely to be announced in April.
Best,
John



To: Andrew Vance who wrote (12970)3/27/1998 10:37:00 AM
From: jerryf  Read Replies (1) | Respond to of 17305
 
AV,
RE:KPG, IR # 972 2481922. Spend a quarter and talk to Kevin. i DON'T know how much BS these IR people throw at you! I'm not big chart reader, but this is at it's low. I do know the Duty Free Shops don't give it away. IR told Me every one would be happy!
TIA

jerry



To: Andrew Vance who wrote (12970)3/27/1998 12:05:00 PM
From: Steven Messina,L.M.T.  Read Replies (2) | Respond to of 17305
 
AV, thought you'd like to check out this IPO.
She's supposed to open today in the $9-$11 range....take a gander.

******************************************************************
EPITAXX, Inc

Description:
EPITAXX makes semiconductor optical detectors and receivers for the fiber-optics communications
industry. Products are used in high-capacity terrestrial and undersea fiber-optic systems; multichannel
cable television distribution; digital local loop and access networks; and computer networking. Cable
and telephone deregulation are boosting the market for products like those made by the firm.
EPITAXX also makes equipment used for testing and measurement in the defense arena and in
industry. North America accounts for about 52% of the company's worldwide sales. Following the
IPO, Nippon Sheet Glass will reduce its stake in the company to 70%.

Address: Seven Graphics Dr.
West Trenton, NJ 08628
Phone: 609-538-1800
Fax: 609-538-1684
Web Site: epitaxx.com

CEO: Noboru Hiraguri
CFO: James D. Coleman
HR: Connie McGee

Fiscal Year End: March
1997 Sales ($ mil.): 21.2
1-Yr. Sales Change: 7.3%
1997 Income ($ mil.): 0.6
1-Yr. Income Change: (65.6%)
Employees: 208

Company type: Private
Filing date: January 23, 1998
Expected IPO date: Week of Mar. 23

Shares offered (mil.): 2.15
Post-offering
shares (mil.): 7.263
Offering amt. ($ mil.): 21.5
Proposed offer price: $9.00 to $11.00

Proposed Symbol: EPXX
Proposed Exchange: Nasdaq

Underwriters: Cowen & Company; CIBC Oppenheimer; Daiwa Securities America
Inc.



To: Andrew Vance who wrote (12970)3/28/1998 1:15:00 AM
From: pz  Read Replies (1) | Respond to of 17305
 
Andrew,

I looked over here and really thought about going for 13,000, but the nice guy that I am...it's all yours. :o)

Also the Zcontest ends on Tuesday.
users.abilene.com
...either your stocks better pick up steam in a hurry, or email me and I'll see if I can work out something. I do take checks. gggg

Regards,

Paul



To: Andrew Vance who wrote (12970)3/30/1998 6:02:00 AM
From: Patrick Slevin  Read Replies (1) | Respond to of 17305
 
Been reading this fellow for about 6 months. Because of his Tech bias, or background, I thought you may have interest.

ingerletter.com



To: Andrew Vance who wrote (12970)3/31/1998 7:17:00 PM
From: roller  Read Replies (1) | Respond to of 17305
 
AV: Did ALYD take contract from PTUS ?

Andrew, Peritus had announced on March 16 that the state of
New Jersey had purchased/enlisted Peritus Y2K tool for their
code remediation. Now, ALYD announces a State of New Jersey
contract... What is the real story behind this ? Different
departments and/or goverment offices doing different things ?

biz.yahoo.com

-Jony