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To: Andrew Vance who wrote (13402)4/23/1998 3:04:00 PM
From: Patrick Slevin  Read Replies (1) | Respond to of 17305
 
BTW, McMillan noted in a commentary that Wednesday produced the
highest equity call volume ever in a non-expiration week, per his records.

A very bearish observation.



To: Andrew Vance who wrote (13402)4/23/1998 3:28:00 PM
From: Andrew Vance  Respond to of 17305
 
*AV*--Keep an eye out on ATMI since it is approaching a new Buy zone.
Post earnings it has fallen from 33 to 29, more than 10% and is probably a good deal at $29. However, I am re-establishing a position slowly, hoping to get some shares a little cheaper still. Not such a bad roller coaster ride.

On the down side, I am glad I took some CYMI off the table (all trading shares) but should have taken a few more off the table given its $2 reversal today. Oh Well. It really hasn't changed my perspective on the company and it is a longer term propsect that I have already stated I would ride the sporadic turbulence it experiences.

I am using some of the cash horde to pick up some ASYT at these prices and have already dabbled into PLSIA this morning.

Andrew