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To: Andrew Vance who wrote (13316)	4/20/1998 10:17:00 PM
From: Patrick Slevin	Read Replies (1) \| Respond to of 17305

You come back into town and you don't even say hello? Gee, am I a second class citizen or whut? I'll bet, you were out here for Easter and did not give a ringy-dingy? Still holding CYMI, Still waiting on RMBS. Think it can go a bit lower. How are you?

To: Andrew Vance who wrote (13316)	4/21/1998 4:31:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Nice day for the tech stocks, in general but a wonderful day for the mask makers like PLAB and DPMI. Gotta love DPMI which was up a full 9 points at one time today. The ultimate StevieBoi day trade. Keep in mind that good news from the mask makers should mean that new designs are being shipped out for tooling by the IC guys. This can only mean more manufacturing of devices somewhere up the line or some production turn ons across the board. I went to the sides today on some PLAB for "the client" just to lock in profits and generate cash for other plays. Speaking of daytrades, BOI, you might want to look at SYNT for daytrading. This is a good one that Judy has spoken about. This stock gets some nice wide swings in a day. The posted news release from IDTI is extremely exciting as far as I am concerned. All in all, a very satisfying day today with some opportunities shared last night that could be acted upon. Andrew

To: Andrew Vance who wrote (13316)	4/22/1998 1:51:00 PM
From: Andrew Vance	Respond to of 17305

AV---Well, the ARMHY went off with a giant blast. I couldn't get any IPO shares but a good friend was able to scare up a few hundred for himself. More power to him. re: HOT IPOs - ZD ARMHY and Capstar SYNT-remember that this stock does a 3:2 split after the close of business today. This has been a wild yo-yo of a stock and I am currently trading it. Hopefully it pops tomorrow, post split. (Thanks again Judy) AGAI-MTSN-SUBM-I am real concerned about these guys. I see very little strength for them in the ensuing months and quarters. As much as I would like to see them prosper, I think they might have a new "logo" in their futures (by year end). I do know of a certain company that might be shopping for a wet bench cleaning company like SUBM, which makes them a nice target at its current prices. AGAI and MTSN may be at risk the longer the Asian Crisis persists. Still concerned with the above group of 3 especially with some of the cutbacks and layoffs looming. CFMT-pulled back today but this one has got to make a decent move. Solid cleaning company which I am building a position in along with some of the CMP ewuipment companies. Andrew