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

To: Judy who wrote (16119)	1/29/1999 6:55:00 AM
From: Andrew Vance	Respond to of 17305

AV--Sorry Judy but as much as I like UTEK, it is lagging everyone and everything in the industry. The price of the stock right now is very attractive for the long term. however, I have little confidence that it will trade above $19-$20 for awhile. I think there are better short to mid term opportunities ou there. ASMLF getting involved in the SCALPEL process is a knife in UTEK's back since ISI (the company they took over) was hot on that project with Bell Labs. Also, I do not knoe if they can sustain their entire business with the growth in MEMS. IC and Thin Film Head product sales are not doing as well as I would like to see. I might even venture into SVGI these days rather than UTEK. Again, I like UTEK but it just hasn't performed and I see other better prospects for the upcoming technology shifts in both litho, etch, CMP and cleaning. Andrew

To: Judy who wrote (16119)	1/29/1999 7:28:00 AM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--Actually Judy, I wasn't really spamming CYMI until I mentioned it here in a repsonse to LARRY BOY.<GGG> Seriously, just like I outlined it to you in the post here, I have been givng some very detailed explanations why certain stocks make a great deal of sense in the newsletter. CYMI was one of 50 stocks in as mini-universe that was given a great deal of space as we tried to explain the enabling technoliges that will be implemented for the 0.18u and below devices. Certain processes require tighter controls on existing equipment while other processes require more advanced equipment or a new set of process tools for new processes. CYMI was extremely undervalued and under followed and misunderstood. CYMI was undervalued and unappreciated. Other ideas included the CMP arena and some of us were able to profits by the IPEC and SFAM merger talks. More importantly, we took advantage of the IPEC discount to SFAM when it occurred over the past weeks. Over the past 2-3 days we have seen the 16% discount almost entirely erode as IPEC advanced and SFAM retreated. However, we did take advantage of situations like that. Believe me, I would like nothing better than to spam the newsletter across the SI threads but I haven't done it. Most of the stuff is word of mouth and you will see very few spams even here on Stock Swap. I do feel bad that the newsletter has turned out to be a full time endeaver and that it has hampered my participation here. This was not intentional. I try to get here as much as possible and took the time to post here today, instead of going to sleep.<GGG> Hell, I haven't been to make the time to get a website fully functional that would let me advertise the damn thing with banners and search engines.<GGG> We are too busy finding the right stuff and trying to profit. I need to tell the subscribers that they have to be my marketing and sales force or else I will have to back off on the research to do it myself. That would probably cost us more money in the form of opportunity costs.<GGG> Andrew BTW - I wish I was buying PUTS and CALLS on BCST instead of being long on the shares and playing the volatility. The last 4 cycles yielded 33%, 45%, 50%, and 100% profits and we are about to take another 50% in just the last few days this week<GGG>.