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To: Tech Master who wrote (13794)	5/13/1998 9:20:00 AM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--CGLB and HLX look pretty good from what you have posted. I don't know if I mentioned it but I did take a flyer on CGLB, after all. I haven't moved on HLX since I like DRQ and don't know if I want to expand into a second drilling stock. Brian-Thanks for posting the Replay number for the AMAT call. I think it is worth listening to by anyone who has a semiconductor equipment stock in their portfolio. Filbert-I would apprecaite more infomration on the Zeneca Group through private email, as you suggested. I would not mind doing a heads up on this company. Jeff-I do not think they have an issue with enbedded chips but rather than leave it to chance, I will try to make some inquiries. Andrew