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

To: Larry Brew who wrote (15655)	10/19/1998 1:21:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--SGI reached got as high as 9 1/2 so far today and is resting at 9.25 right now. We talked about SIII this morning, and even after opening up at $3.75 profits were still available since it is now 4 1/16. we washed our hands of CKSG/USWB as of this morning but we were forced to take some additional gains before exiting. Before we could get out, USWB ran from 14 3/16 to 14 3/4 while CKSG ran from 19 1/4 to 20, with a slight scare as it fell to 18 3/8 after opening down. TLAB - another highlighted stock opened at 45 1/8 and ran to 48 3/4 before backing off slightly. Heck, even CIEN, which I was not to favorable on is up $3 (or really $2 since it opened close to $1 higher and you couldn't participate). PAIR is up 3/4 this morning. This is all from memory as I go mentally go over the stuff discussed. Heck, the teaser stock from part 3 of 3 announced a stock buyback today that was just that much bettererer<GGG>. It might offset the downside since they have a bucket full of money to do the buyback.<GG> Then again, a great argument was made for the retracment and I will stick to my guns. INTC spend a few bucks today by picking up (acquiring) SHVA. A beautiful launch of the newsletter on a beautiful market day. Or at least the topics disucssed turned out rather well as a group. Too bad some people do not know what we are talking about since they never sent me their email addresses<GGG> HINT HINT<GGG> Oh yeah, RMBS, the subject of a lengthy discussion is slightly off today. Just to have balance, that should be highlighted. Andrew