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Profile for Lenny Ehn

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Date Joined May 25 1996 User Level
Posts 174 Boards Moderated1
PeopleMarks 1 Bans Issued 0
Ignored By 0 Bans Received 0

Personal Information
Company: My own
Occupation/Title: Investor
Age: 55
Location: Arlington, VA
College: MIT, Stanford
Degree: BS, Civil Eng.; MS, Const. Mgmnt.
Favorite Stocks: Small-cap, technology (semi's and semi equipment mfr's)
Investment Style: long-term investor, not a trader
Investment Experience: 35 years
Interests and Hobbies: Outdoor activities: hiking, biking, swimming; travel
25 Most Recent SubjectsLast PostPosts
AEIS: Opinions?01-21-01 02:34 PM 1
Cerprobe (CRPB)11-18-99 02:23 PM 4
TTI Team Telecom - TTILF06-10-99 04:59 PM 1
IDTI - an IC Play on Growth Markets05-14-99 08:56 AM 3
VLSI Technology - Waiting for good news from NASDAQ !!!04-26-99 09:41 AM 2
Aavid Thermal Technologies (AATT)04-22-99 09:01 AM 7
Endosonics(eson)03-24-99 09:12 AM 3
Cognicase (COGI, T.COG) - Integrated IT Solutions03-19-99 08:56 AM 1
Fuisz Technology03-15-99 09:14 AM 2
Fonix:Voice Recognition Product (FONX)12-31-98 10:41 AM 1
SWKS - Skyworks Solutions, Inc (was AHAA)08-26-98 10:43 AM 1
Gilat satellite networks (GILTF)07-29-98 02:56 PM 17
APMP (formerly APM)07-13-98 03:54 PM 1
Semi-Equips - Buy when BLOOD is running in the streets!06-03-98 02:23 PM 6
4Front Technologies - FFTI06-03-98 10:09 AM 1
Photronics [PLAB]05-29-98 09:57 AM 4
ECI TELECOM. ECILF05-26-98 09:25 AM 2
Kulicke and Soffa04-01-98 11:07 AM 2
PRI Automation (PRIA)02-20-98 10:18 AM 2
Advanced Digital Information Corp. (ADIC)02-19-98 09:04 AM 1
Electro Scientific???02-04-98 10:38 AM 3
BTGI- BTG INC.02-03-98 09:20 AM 20
MRV Communications (MRVC) opinions?01-29-98 10:14 AM 2
Equinox Systems (EQNX)01-29-98 09:43 AM 2
Agouron Pharmaceuticals (AGPH)01-23-98 10:04 AM 1
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Posts by Lenny Ehn
MessageSubjectRecsDate/Time (ET)
I'm long in this stock along with a number of other semi-equip stocks. I currAEIS: Opinions? 01/21/2001 02:34:18 PM
The Street has finally woken up to the fact that the semiconductor cycle is in Cerprobe (CRPB) 11/18/1999 02:23:00 PM
TTIL has been up sharply on above-average volume for two days in a row. No newTTI Team Telecom - TTILF 06/10/1999 04:59:00 PM
Does anyone else on the thread read INFRASTRUCTURE? In the latest issue, Carl JIDTI - an IC Play on Growth Markets 05/14/1999 08:56:00 AM
Linda, On what do you base your expectation for VLSI reaching a price of 30? YVLSI Technology - Waiting for good news  04/26/1999 09:41:00 AM
What does anyone make of the fact that quarterly revenues were down on a year-tAavid Thermal Technologies (AATT) 04/22/1999 09:01:00 AM
This is great news for those of us long in the stock, but the market reaction wAavid Thermal Technologies (AATT) 04/07/1999 05:38:00 PM
Looks like another example of folks "in the know" trading on knowledge before tEndosonics(eson) 03/24/1999 09:12:00 AM
It appears that COGIF has not traded at all for a couple of days. Does anyone kCognicase (COGI, T.COG) - Integrated IT  03/19/1999 08:56:00 AM
Bob, You make some good points and I certainly hope you're correct as I am lFuisz Technology 03/15/1999 09:14:00 AM
If FUSE meets the earnings estimates and actually generates a couple of years oFuisz Technology 03/11/1999 05:56:00 PM
Actually, Fonix was mentioned in a recent newspaper article concerning voice reFonix:Voice Recognition Product (FONX) 12/31/1998 10:41:00 AM
Good News regarding the joint venture: Quick Results! Hope this results in someEndosonics(eson) 12/20/1998 11:31:00 AM
Interview with the CEO in today's IBD. Although it does not talk much about thSWKS - Skyworks Solutions, Inc (was AHAA 08/26/1998 10:43:00 AM
Yes, some of us are still watching. I've been long the stock for about a year Gilat satellite networks (GILTF) 07/29/1998 02:56:00 PM
Herschel, Cerprobe (CRPB) 07/14/1998 08:48:00 AM
Herschel, Unfortunately, I believe that you are being too optimistic. (I woulCerprobe (CRPB) 07/13/1998 04:20:00 PM
Any serious technical analysts on this thread? To my admittedly untutored eye,APMP (formerly APM) 07/13/1998 03:54:00 PM
Mason and Thread, Semi-Equips - Buy when BLOOD is running  06/03/1998 02:23:00 PM
Thread, On June 2, an article in IBD (pg A7) titled "Foreign Companies Flock4Front Technologies - FFTI 06/03/1998 10:09:00 AM
Joe, Thanks for posting the CC number. I just got around to listening to itPhotronics [PLAB] 05/29/1998 09:57:00 AM
Uncle Mikey (OT) ECI TELECOM. ECILF 05/26/1998 09:25:00 AM
Nice article in today's IBD about AATT (Pg.4: The New America). Perhaps the puAavid Thermal Technologies (AATT) 05/19/1998 09:35:00 AM
To All, Today's IBD (first page, second section) lists some information regaKulicke and Soffa 04/01/1998 11:07:00 AM
Any TA experts watching this stock's chart? Although I'm a novice, recent pattPRI Automation (PRIA) 02/20/1998 10:18:00 AM
Does anyone else on the thread subscribe to Red Chip Review? They think very hCerprobe (CRPB) 02/19/1998 12:08:00 PM
I agree that the TA on this stock is difficult; I've been puzzling over it and Advanced Digital Information Corp. (ADIC 02/19/1998 09:04:00 AM
My read of the TA is a bit different from yours; I see fairly strong support atAavid Thermal Technologies (AATT) 02/16/1998 01:25:00 PM
If you are into TA, the recent action looks like an upward-sloping triangle, whEndosonics(eson) 02/13/1998 09:46:00 AM
To thread, Kulicke and Soffa 02/10/1998 09:47:00 AM
To thread, ECI TELECOM. ECILF 02/07/1998 01:45:00 PM
Vinh and all, Electro Scientific??? 02/04/1998 10:38:00 AM
To all, Today's Washington Post had an article to the effect that of the fivBTGI- BTG INC. 02/03/1998 09:20:00 AM
To all, Anecdotal info from Comnet: I visited the exhibits yesterday. I'm MRV Communications (MRVC) opinions? 01/29/1998 10:14:00 AM
Wade, I visited the exhibits at Comnet yesterday and stopped at the EquinoxEquinox Systems (EQNX) 01/29/1998 09:43:00 AM
I also saw the news release regarding the extension of the GTSI offer. I imaginBTGI- BTG INC. 01/27/1998 03:08:00 PM
I do not have any statistics on the size of the division or its sales, and I shBTGI- BTG INC. 01/26/1998 10:59:00 AM
TA should work well on this stock; volume is not so miniscule as to invalidate Electro Scientific??? 01/24/1998 11:19:00 AM
To thread, Electro Scientific??? 01/23/1998 10:31:00 AM
To thread, BTGI- BTG INC. 01/23/1998 10:19:00 AM
To thread, Agouron Pharmaceuticals (AGPH) 01/23/1998 10:04:00 AM
To thread readers in SF Bay Area, Semi-Equips - Buy when BLOOD is running  01/15/1998 12:13:00 PM
Alan, Your last sentence struck a chord with me, as I also hold both BRKS anPRI Automation (PRIA) 01/07/1998 10:09:00 AM
AATT is one of the few techstocks I follow whose price has moved above the downAavid Thermal Technologies (AATT) 01/07/1998 09:56:00 AM
Philip & thread, Mattson Technology 12/31/1997 11:22:00 AM
Justa, The syntax of the last sentence of your post implies that you inadverSemi-Equips - Buy when BLOOD is running  12/20/1997 10:20:00 AM
To thread, Mattson Technology 12/16/1997 04:52:00 PM
Ian, Many thanks for the very helpful post. Many of these numbers look so iSemi-Equips - Buy when BLOOD is running  12/16/1997 03:39:00 PM
Snake, Sorry, no news on BTGI. I think that the market is very skeptical afBTGI- BTG INC. 12/08/1997 12:37:00 PM
Ian, It's interesting to note that Merrill Lynch is rumored to be pursuing HSemi-Equips - Buy when BLOOD is running  12/06/1997 11:36:00 AM



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