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To: Kachina who wrote (16602)	7/29/1999 4:43:00 AM
From: Andrew Vance	Respond to of 17305

AV--Beleive it or not, it is not our intention to churn the stocks, it just happens that way. WE positional invest and set profits goals which we refuse to lose when they are achieved. IF we set a 25% target and it reaches 30% and falls back to 25%, we take the money and run. Then if it pulls back more and it is now at a 10% or more discount, we jump back in. WE do have a few stocks that have been on the books for 2-3 quarters and some stocks that we buy and put in the "Vault". We held onto CYMI for a great deal of 1999 and finally succumbed to profits but it did not impact the large holding sitting in the "vault" for the long term. Same holds true for ANAD. Our positional shares exceed the vault shares but the vault shares are priced in the single digits and represent a 4X gain. ONe of the problems we deal with is trying to adddress the needs fo all readers. Most often, it is a choice whether to exit or ride the next reversal cycle. After all, it almost all works out even but playing the cycles does help in increasing positional strength or diversifying into other equities. Anyway, that makes two ads for Radarview in one day<GGG>. As penance for this self promotion, I guess I have to talk about another stock. Let's see, I mentioned VECO< CYMI, and DSP, which should be enough. What the heck, watch SFAM for a recovery phase. Most of us are in at $9.25 to $10.25 and are poised.<GGG> AV avance@radarview.com