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To: Andrew Vance who wrote (10361)	12/16/1997 8:37:00 AM
From: Patrick Slevin	Respond to of 17305

I 'snipped' this from a Gene Inger commentary....Thought you might have interest. The forward progress of the Bank Index in the comeback is helpful to restore confidence in such a move, if even superificially. The same can be said for the full roundtrips, and then some, by the Semiconductor Index (SOX) and Nasdaq 100 (NDX), that exploded so magnificently this afternoon. We remarked (as did some media) at the fairly absurd timing by more than one major firm on the Street that cut major computer and tech stocks to "holds" from "buys" this morning, after some have spent weeks or months putting in very significant declines, or at least consolidations. My early quip was simply that this was probably setting the stage for some sharp short-covering rally, but that (just like the overall market view) this comeback would be somewhat temporary in nature. (More trouble expected in 1998.) ~~~~~~~~~~~~~~~~~~~~ Incidentally, McMillan likes DME as a bank which can be bought on pullbacks....also has 'good option volume'.

To: Andrew Vance who wrote (10361)	12/17/1997 8:15:00 PM
From: Proud_Infidel	Respond to of 17305

Andrew, In a Dec. 2 posting, you posted the results of your survey after talking w/ several people in the semi business regarding AMAT's potential for next year. I was wondering if you had done any additional "surveys" since. Sentiment for this sector is very bad and there is a feeling on some threads that we could see another 30-40% decline from here. Note that in '96 when there was a real downturn and 300mm was still a dream, AMAT fell 63% from high to low. Recently, AMAT has been chopped in half. EPS forecasts have been racheted down somewhat, but enough to justify a 50%+ decline in share price? I tend to think this an overreaction, but the news is coming out of Fab pushouts(Taiwan's Powerchip today announced plans to push-out it's 300mm upgrade). Just wanted your take on the situation and wondering if it has changed over the past few weeks. This recent downturn has caught me offguard and holding margined holdings which let's just say, were not purchased in the 20's :-(( Regards & TIA, Brian

To: Andrew Vance who wrote (10361)	12/17/1997 9:01:00 PM
From: Investor2	Respond to of 17305

Andrew, I would love to get your reaction to this article: semi.org Specifically, which semi equip companies, in your opinion, should benefit from: "IC manufacturers are now designing fabs to enable mixing the production flow of DRAMs (and other memories) and logic devices. This will enable them to react flexibly to any unstable supply-and-demand balance in the DRAM market and to produce highly integrated systems of LSI-embedded microprocessor, DRAM, logic and other intellectual properties such as high-speed SRAM, audio, video or 3D graphics accelerator, etc., in one chip." Thank you very much, I2

To: Andrew Vance who wrote (10361)	12/28/1997 2:03:00 PM
From: sergio	Read Replies (1) \| Respond to of 17305

Mr. X0000, An opportunity is now on Tech Analysis for shorts and longs. Where have you been? I miss your postings. Don't worry too much what the critiques said about your picks, some of us enjoy your picks because of your technical talent and business acumen. You are giving us a window to the semiconductor industry that is unmatched or at least confirms what some of the specialist are saying. So keep posting and you may get the 15k on the thread I mentioned. By the way, NANX was that the company you mentioned right, pre-ipo? At 14 now as of Friday. sergio

To: Andrew Vance who wrote (10361)	12/28/1997 2:42:00 PM
From: Gene Veinotte	Respond to of 17305

Update: .SGI....V.SUM.....SGGNF........................................................ Just for you information. Some, who claim to be well connected to the company, advise that an announcement, to commence trading, will be issued Dec.29,1997. I am also waiting for V.WRN and V.SKB to announce trading on NASDAQ (BB) soon. I expect some action on these stocks in Jan. V.SKB, Secured Communications is a company who's main product, at the moment, is encryption software for laptops. Gene These are penny stocks and highly volatile. exchange2000.com

To: Andrew Vance who wrote (10361)	12/29/1997 12:32:00 PM
From: Gene Veinotte	Respond to of 17305

SGGNF trading to commence.............................................................. OTC trading to commence in US; execution date extended for financing/management agreement Sungold Gaming International Ltd SUM Shares issued 15806820 1899-12-30 close $0 Monday Dec 29 1997 Mr Hans Banziger reports Over the counter trading in the US of the shares of Sungold Gaming International will commence on December 30 1997 under the symbol SGGNF. Inquires should be directed to Kim N. Hart at (604) 222-3155. The letter of intent for financing/management of the Michigan project, announced in Stockwatch December 2 1997 has had the execution date extended until January 31 1998. (c) Copyright 1997 Canjex Publishing Ltd. canada-stockwatch.com