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To: Andrew Vance who wrote (14399)	6/12/1998 2:36:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 17305

Are you going to Semi-con West this year? I hear they're renaming it to "Deci-semi-con West" as in "decimated". (g) - Jeff

To: Andrew Vance who wrote (14399)	6/12/1998 2:37:00 PM
From: Doug Skrypek	Read Replies (1) \| Respond to of 17305

AV: Which of the photomask makers would you buy right now?

To: Andrew Vance who wrote (14399)	6/12/1998 3:36:00 PM
From: Big Brother	Read Replies (2) \| Respond to of 17305

Andrew, things have worked out real well for me today, except for DELL. I wanted to let you know I bought CYMI November 15 calls at $3. Is this too good to be true? What's your opinion? Thanks in advance. BB

To: Andrew Vance who wrote (14399)	6/12/1998 3:50:00 PM
From: David Semoreson	Read Replies (1) \| Respond to of 17305

I'm with you, but ASYT is representing a substantial % of my portolio now. It seems like unbelievable value, but then again I thought so at $21, and $18 and $16.50 ..... >>AV --Picked up a bunch of shares a few moments ago. This was my second highest priority purchase for today.<< So I need to ask .... what was first? Are you going to publish an updated portfolio, or is it looking too ugly? I (and many others it seems) hang on your every word... thank you for your good works :-) Good weekend to all, ** David