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To: Andrew Vance who wrote (9480)	11/7/1997 2:23:00 PM
From: Andrew Vance	Read Replies (3) \| Respond to of 17305

AV--CALL me foolish but I couldn't resist 50 Nov25 contracts @ 15/16 with 2 full weeks of trading. Big time bet. Also, I have made an adjustment to the portfolio based on new data and information. I am also going to cheat by not selling something yet. Consider it using "margin". I am going to add a combined 1000 shares of CFMT between the two portfolios. Therefore, these margin shares will be accounted for down the road with some sells next week. Good things may be coming down the road with CFMT and I do not want to miss the train. Seems to me that all the BAD news has hit and that there must be some good stuff coming around for release. There is also a rumor that a new application for one of its sytems has the potential to dramatically improve yield and quality. My order just cleared at 20.125!!! Andrew