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To: Patrick Slevin who wrote (13321)4/21/1998 2:48:00 PM
From: Andrew Vance  Read Replies (2) | Respond to of 17305
 
*AV*--The day wasn't a total loss though. While I was tooling around both SI and ISP, I managed to do some $1M portfolio trading over the phone.

Exited ATML for 21% gain
Exited PLAB for 25% gain
Exited UTEK for 27% gain

Going back to the well on both PAIR and CFMT for 5K shares apiece. This porfolio (I should give him back his original funds and keep the profits<GGG>) is doing better than I anticipated and is very cash rich, waiting for more opportunities. Nothing like waiting for the profits to present themselves. As a matter of fact, it seems as if the losers are almost the only things left in the portfolio.

Andrew



To: Patrick Slevin who wrote (13321)4/21/1998 2:57:00 PM
From: Andrew Vance  Read Replies (2) | Respond to of 17305
 
*AV*--Just a minor acronym for your viewing pleasure, CYMI. Gotta love it. Gotta love the ones that showed patience on this one. Gotta let the greed monster rule on this one also. I am adequately positioned to enjoy this run.<GGG> I know you are smiling also. Therefore, clean up the Bentley and break out the Kool Aid for a toast.

Andrew