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To: Junkyardawg who wrote (16708)	9/9/1999 7:22:00 AM
From: Andrew Vance	Respond to of 17305

AV-- a very bullish opinion on this stock. It was also a focus topic today. As you are aware, we have been calling this an excellent buy since it was $9.38 and below. we are going to take another large bite of this apple for the second time this year. It will also be the second time that our patience paid off. This is not a fast mover but we got in early and now are looking at 33% or more gains in the pass 2 months or less. There are compelling reasons behind owning SFAM which we have disicussed at length over the past weeks and months. AV

To: Junkyardawg who wrote (16708)	9/15/1999 9:28:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--on Monday, as you are aware, we dregged up some old email and got into the discussion of MASK, DPMI and PLAB in RadarView. For those that paid attention, smallpositions should have been taken, as we said not to be "too serious". They were rewarded with a $9 pop that should occur Thursday as MASK is gobbled up by PLAB for $23.09 Many Stock Swappers we told and were aware for a long time that certain companies would be targets for consolidation, with MASK being a more prominent one. The timing was much longer than we expected (over a year) but it happened as we said it would and a 60%-100% return over the past year was nice, even if it all comes on one day. Our Love affair with VTSS paid off as it announces a 2 for 1 split. We are mentioning this here for 2 reasons. I am trying to ressurect this thread but it does not seem to be working. Less important is to alert everyone here that if you ever received a copy of the newsletter, you should be receiving one last notification before the list is wiped off the hard disk, over the next few weeks. Rates are about to go up for new subscribers and anyone who is a subscriber as of Nov 1st will lock in the old rate and hold it in check for another cycle next year. I figure if the first year charter price offered here was not enough to attract some people the new pricing will not either, but I had to give it one last shot. AV