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To: Andrew Vance who wrote (9667)	11/17/1997 2:08:00 PM
From: Andrew Vance	Respond to of 17305

AV--Okay, no ribbing CC if it turns out you are right again. I took the ATMI and KLAC off the table at 32.625 and 46.56 since the stress was killing me. Total profit was at just above $12K, less commissions of just under $ 300. With the market the way it is acting and my getting into some stocks prematurely (as if that isn't another AV trademark), I wanted to close out this position. The other positions which I have listed previously are still in effect with no changes. I am trying to ride the storm out on those. Andrew BTW-I have a 19.5 bid in for 1000 shares of CFMT, hoping for a reversal of fortune to 22 or better. 66% of the cost is just the above profits being re-invested. The principal is being left on the side to cover my butt should the market make, yet another turn for the worse.

To: Andrew Vance who wrote (9667)	11/17/1997 3:16:00 PM
From: Steven Messina,L.M.T.	Respond to of 17305

Andrew, I like your style much better <ggg>. I agree and can comprehend what thou sayeth regarding "margin costs that are starting to pop up". Thank GAWD Cymee has rebounded somewhat from the mid 16's...whew! I got called 2x on that one. I sold AMAT this morning, bought some COMS...sold the COMS for a 5/8ths profit and bought AMAT again at 35 1/4. COMS is a steal but she's risen over 13% today (signal for daytraders like me to bail)...so I did. The AMAT looks tastier (earnings due out thursday after the close..looks like she'll meet/beat the street's estimates. Gotta run!....good luck with your trades my boi. Oooooh....AMAT dipped to 34 7/8ths when low and behold a 100,000 sh block order went by.....hmmm..wonder who bribed who to get in that low...nice bounce off of that level now...back to 35 1/8.