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To: Andrew Vance who wrote (14381)	6/11/1998 8:57:00 PM
From: Robert F. Newton	Read Replies (1) \| Respond to of 17305

AV: Re: Disk Drive Sector - Let me know when this gets back on your radar screen..... Believe it or not, it's probably not bad to be a day trader these days.......Go to cash at the end of the day. The other shoe in Asia has yet to drop. When it does, we'll see an overall market correction of 10%..................... I went to a 50% cash position in early April and will continue to maintain until the correction occurs. At that time, there will be some bargains to buy. I still believe the Y2K sector will explode before the end of the year. Still long on TAVA, ALYD, CDO, IMRS, CACI, I bought both CMND and PTUS after their fall from grace and am hoping for a double by end of summer. Long term I'm still very high on the water stocks