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To: Andrew Vance who wrote (14468)	6/16/1998 5:19:00 PM
From: nigel bates	Read Replies (1) \| Respond to of 17305

I'd be very tempted by those quick 10%s, if I'd been smart enough to pick the leaders as you did. As it is, still waiting for CYMI and ASYT, and suspect I'll need to take a slightly longer view on them. Nig

To: Andrew Vance who wrote (14468)	6/17/1998 10:45:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 17305

Andrew, I included this current chart of ASYT for your viewing pleasure. I bought a couple thousand shares of this @ around $15. In spite of today's "up" day in the NASDAQ, ASYT continues to sag. Can you think of any fundamental reason, or is this just a great time to add more shares. Hard to understand this price action considering the great earnings news they released less than a month ago. Of course, logic flies in the face of fear, but there seems to be little to fear here, especially at these price levels. Regards, Knip

To: Andrew Vance who wrote (14468)	6/19/1998 2:04:00 AM
From: jd	Read Replies (2) \| Respond to of 17305

Hi AV, From the way the market has been going on lately I wanted your opinion regarding NVLS. I know there is a joint venture with LRCX on the copper application. Do you think during this summer stock transition, the price of NVLS maybe within $27 per share value. The current 52 WEEK low is around $28.5, Most semiconductor companies have already forecast a slower & lower 3th Qrt. That is to say most are performing even below their last year 3th Qtr -4th Qtr expectation. Ideally would you say / suggest the time frame to buy stock's with-in this industry would be by the 3rd week after the SEMI-CON WEST show @ CA, and perhaps Late August to mid- September '98?. Do you have a ideal stock valve to buy on NVLS? Thanks AV jd