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To: Asymmetric who wrote (14202)6/2/1998 12:45:00 PM
From: Andrew Vance  Respond to of 17305
 
*AV*--Unfortunately patience is something that I sometimes lack. History on this thread has proven time and time again to wait over the weekend for the other shoe to drop. Had I done so, ATMI would have been purchased for about 10% less yesterday. Be that as it may, I like "tasting the meat of the sandwiches" and sometimes miss out on the "flavor of the bread" it is packed between. I amy not have hit the absolute bottom but there is a profit to be had as this stock turns around and moves in the mid to high 20s. I find it hard to believe that this company is now being discounted to pre acquisition stages especially with all the good things that will occur within the next 12-18 months when the indistry recovers and the copper technology get implemented.

This is now a long term holding like ASMLF, PAIR, ASYT, CYMI, KLAC, AMAT, and NVLS. All are ridiculously priced and will make major price appreciation over the next 1-3 years. Each one will at least double in price, IMO. Therefore bewing invested now and letting the funds "Stagnate" for an average annual return of close to 33% will be well worth it. Especially when you factor in the Capital Gains Benefits.

Andrew