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

To: Judy who wrote (13965)	5/20/1998 1:50:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--I couldn't agree with you more. Sub $30 is a great entry price but it has been my karma that when I do take the plunge like I would here, I find out that 1-2 days later it drops even further before the turn around. What I am considering is buying a few CALLs to cover the exact number of shares I would want to own. If it goes lower, I only lose a small amount and would then follow up with some lower priced long shares. If it runs on me, then I let it run until expiry date then call the stock away. I get to hold onto capital that much longer. I like the story relative to Analog type devices. At the appropriate times it is worthy of owning some select analog or mixed signal IC device manufacturers. And FWIW, the following is a list of the top 8 companies I like in this arena. NSM - not a pure play but is a player. ADI - tied with MXIM for top pure play. HRS - worthy of note in the wireless communications sector. MXIM - tied with ADI for top pure play. LLTC - has been discussed by others from time to time and is a component of the SOX. RTNA - good company but very military oriented which may overshadow the wireless communications (GaAs) LEVL - communications strength. ICST - the lowest revenue generator of the group but the most modestly priced stock of the group. trading at near 52 week low and may have turned a corner. My favorites are ADI, MXIM, ICST, and LEVL. However, the scariest of the bunch is SOX associated LLTC. This could turn out to be the most volatile of the group. It also seems to have retreated in sympathy with ADI. For that matter, MXIM seems to be even more sympathetic and is close to a new entry opportunity. But of utmost interest is the unsolicited oral inquiry on May 14th for possible purchase or strategic alliance. This has helped move the stock up but it is still way low. For the gambler, and I hesistate to mention it, ICST may be an opportunity. I bought some shares early on the 7th as a nice risk/reward play based on the Quarterly filing announcement. This is a personal gamble and I am not about to tell people to jump aboard. Smart money would have sold on the pop towards 19 for a nice 2-3 day trade, but I did not. It has settled down a bit. Andrew BTW-I may start buying some LEVL soon.