S.A. Advisory E-Mail Update
January 29, 2000
S.A.Advisory -01/29/00 has released Feb/March 00 newsletter on-line- see "new" recommendation in e-mail-semiconductor play Dear E-mailer's http://www.saadvisory.com If you do not want our stuff any longer visit http://www.saadvisory.com/update and "click" the add button until the delete names falls out-then add your address and "click"! We have not been paid by any of the listed securities mentioned within this message. We usually BUY all securities mentioned within e-mail or newsletters before our recommendation! We may buy, sell and or hold these investments as we see fit. We are a trader by habit and our investment strategy may vary. Our opinion is usually dependent upon management discussion. We are fundamentally geared towards investing. We intend not to hype or mislead our investors. The Feb/March 00 S.A.Advisory newsletter is now on-line for your review. THIS RECOMMENDATION WILL NOT BE FOUND WITHIN THIS NEWS LETTER! A SEMICONDUCTOR PLAY! ACCORD ADVANCE TECH OTC BB--AVTI---FULLY REPORTING WITH SEC. The company re-conditions and modifies multi-chamber semiconductor equipment. The company specializes in re-manufacturing and modifying multi-chamber systems for chemical vapor deposition CVD, physical vapor deposition PVD and Etch processes. PRIMARILY RE-MANUFACTURES THE EQUIPMENT FOR APPLIED MATERIALS (AMAT)!!!!!!!! REVIEW 10Q SEPT 30,99 HAS COMPLETED WORK FOR : MOTOROLA EASTMAN KODAK CALIFORNIA MICRO DEVICES SIEMENS LOCKHEED TEXAS INSTRUMENTS ECT. ECT. FUNDAMENTALS: BOOK: .03 HAS SOME DEBT RANGE TRADING ON OTC BB .03--.26 39.5 MILLION SHARES FULLY DILUTED ISSUED AND OUTSTANDING 11.9 FLOAT INSIDERS CONTROL 70% E-MAIL ADDRESS FOR COMPANY: [email protected] phone --480-820-1400 ACCORDING TO SEC 8-K FILING--AVTI BECAME EFFECTIVE TO TRADE ON THE OTC BB DURING NOV 99--MEETING SEC REQUIREMENT UNDER REGULATION 6530 WE HAVE NO NUMBERS PRIOR TO THE FILING: 3RD QUARTER ENDING SEPT 30,99 9 MONTHS ENDING 09/99 REV $2.7 MILLION $5.78 MILLION NET INCOME $111K $458K EXTRA ORDINARY 0 $635K INCOME/SH BEFORE EXTRA .01 EXTRA ORDINARY INCOME .02 OVERVIEW: The semiconductor sector is "HOT" and stocks pice wise arest likely over priced BIG TIME!, but the business is strong--should filter down to the smaller companies like avti! This situation is very speculative! I am impressed that management became fully reporting--must have growth ideas and of course they mention within the 10q that they may need additional working capital. We have not talked to management concerning future growth with respect to rev and earnings, but the press release talk about "tends". The November 30th 99 press release sound BULLISH! We intend to monitor this situation within our mini-micro cap portfolio for percentage gain performance. The current price is around .22 At present we hold 50k shares, which we purchased on the open-market at current prices during the past week or so! We may trade our position and or hold at our own discretion. We may also add to our position at anytime. If this company can grow and prosper and if the third quarter is any indication of the future,then long- term AVTI could appreciate many times over! We could have delivered price targets, but we do not have any future numbers,because we did not speak with management. This situation in our opinion is unknown, under-followed and looks under-priced. Geared for Speculative account only! Review SEC filings and consult your financial planner in order to see if this opportunity is for you. The Dow has recently lost around 1000 points and in our opinion should drop another 1000 or so --The NASDAQ is way over-priced --the Internets sector is a time-bomb.. BE CAREFUL! If this market totally falls apart--we will also get hurt, but not like the herd! Most of the time we buy what everyone hates and hates what everyone buys. We avoid the hype and over-priced! Happy Investing, Yours truly William Velmer PS: For some of you !!! Pull your head out of the clouds! For when it rains it usually pours....