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Technology Stocks : ADE Corp. -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (299)	1/4/1999 12:58:00 AM
From: Maurice S. Green	Respond to of 346

Bob---My gut feeling says you are correct. I also feel good about COHU, CMOS, TFS among others, but don't want to over work the tummy.

To: robert b furman who wrote (299)	1/4/1999 7:11:00 AM
From: Carl R.	Respond to of 346

Robert, I appreciate the warning, but I was unable to find any stock to short at 14 in early November. It certainly is true that ADE may well get the benefit of a "January Effect", but until their fundamentals improve I can't see any sustained recovery. I have primarily been riding VECO, the best company in this sector by far, but right now it is a bit overpriced relative to the others, so my money is on ZIGO, which in my opinion is the second best. Carl