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To: Papillon who wrote (12893)	3/23/1998 3:54:00 PM
From: Andrew Vance	Respond to of 17305

AV--Timing is everything here and as much as I want some sub $13 shares in IDTI, it may not be in the cards. I have a nice position but not a healthy position here. I am ever vigilant and waiting for the price to hit below $13. Today it looks as if it will be a long wait. CIG-did my average down here and will now hold for the run up. Again, the initial investment was premature but I did not buy 100% of the shares I wanted to own. Therefore, I am at my 100% desired level at a more attractive average but not at the best price that was possible. I am looking outside of the tech sector for the next couple of weeks and making some doversified investments that look safe, stable, and poisde for some appreciation. I am looking to work some cash for 5-10% at most and use margin to gobble up the tech bargains as they become available. then I will peel off the non tech shares to cover the margins. I am getting very close to margin free again, which is where I want to be. I want 100% of my available margin poised for the tech run up down the road. Andrew

To: Papillon who wrote (12893)	3/23/1998 3:57:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Chewck out the news on SAMC today and try to explain to me why it is down over $2 and was down close to $4 today. The 3 news stories seem to indicate GOOD things, including a special cash dividend and cost cutting measures to improve the bottom line. Andrew

To: Papillon who wrote (12893)	3/23/1998 3:57:00 PM
From: Andrew Vance	Respond to of 17305

AV--No fun if nobody is around to fight for it (#12,900). I took a great deal of time to punch out this one. Hot prospects for this week seem to be the ATMI secondary and the ISSX IPO. Furthermore, a conversation with ALYD today seemed very positive. Do not count on it but it looks as if we will see the Qtrly Earnings released prior to the end of this month. Also we may see some growth in the South American region (Natural Programming), South Africa, and European regions that may not have been factored into the price of the stock yet. As with most of these YR2000 companies, they say they have some nice contracts coming down the pike and that the Compuware deal code remediation is in final stages of testing and review. Do not take this as SPAM but rather as some tidbits to consider. Even with it being down $1 today, I cannot go out and recommend accumulating shares at this level for a short term pop. Realistically, I see a short to mid term possible pop to 20-21, if that, with the longer term vision needed for the major move. I also think it will move in concert with the rest of the field of YR2000 stocks. Andrew