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To: nigel bates who wrote (14510)	6/23/1998 2:12:00 AM
From: Andrew Vance	Read Replies (6) \| Respond to of 17305

AV--If the sector does not turn around soon we may see casualties of war instead of acquisitions and mergers. YILD may not have the resources to remain viable. BTW-Long time ago we spoke of Uniphase whose Unipoint laser division was a jewel that TNCR (now part of KLAC) was very much interested in. The stock had been creeping up since last week in $1-$3 increments and then a new shareholder rights plan was announced and the stock went up an additional $7 today. I own a few shares but not enough to change my lifestyle<GGG> but still we have not heard word on anything that could cause this stock to be up over $10 in the last week. There is some hokey pokey in the air here and I am waiting to bail and then look at PUTS(if there are any) for the post news retracement. Andrew

To: nigel bates who wrote (14510)	6/25/1998 2:19:00 PM
From: Tech Master	Read Replies (2) \| Respond to of 17305

nigel- Updates on some stocks: CELN- financing concerns continue to plague this promising company. Until these issues are resolved, CELN is a definite HOLD. Very promising company, but I can't recommend additional exposure here. TAVI- the buyout rumor my be just that... might be a turn around play from here, but it appears no buyer in the near term. IRSN- I'm looking for news from them next week... ALYD- Y2K stocks are coming back in vogue... 28% institutional ownership now.... only a matter of time. MSPG- a winner <ggg> Tech Master