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To: Andrew Vance who wrote (14686)	7/8/1998 3:57:00 PM
From: Andrew Vance	Read Replies (3) \| Respond to of 17305

AV--The ATMI and ALYD average downs are starting to turn the - sign in front of the combined holdings less red and very close to the + black. I could easily walk away from both with a slight sunburn now or wait for the payoff. I am still not pro tech rally this soon and see it as an interim upswing that may once again settle down. However, in the case of these two companies, there may be just slightly more upside before they peter out. I think the question that begs to be asked is which set of shares makes the most sense to sell?? Taking the losses seems appropriate to offset some of the ENMD gains and letting the lower priced shares "gestate" for the time being. Andrew BTW-I am trying to opt for quality over quantity of words in my posts while not swinging from a chandelier about purchases of certain stocks . Hopefully the information speaks for itself and we can get back on track with sharing ideas.