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Strategies & Market Trends : The picks

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To: Trader X who wrote (4797)	2/12/1997 12:25:00 PM
From: Andrew Vance	of 6124

AV--CFMT made good moves from the hi 26s to this price right now. I am looking at a slight retracement but with the AMAT earnings report, I am beginning to wonder. The report clearly points out AMAT in at least 2 enabling technologies: RTP and CMP. These are not the on;y enabling technologies they are involved in but these are the ones highlighted. CFMT deals in Contamination Free Manufacturing and is a beneficiary of any good comments made about advanced processing technology. Therefore, I could suggest to get in and ride it down 1-2 points to make sure I catch it going back up into the mid 30s. I already re-established my position a few days ago and am not empted to enter here for obvious reasons. I am also not going to sell off any shares and am content on a slight roller coaster ride down then up again. As you know, this stock can be counted on to move in both directions and its just a matter of your own personal timing and how many times you want to go on this roller coaster. CFMT is my most favorite roller coaster ride of late.

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