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To: Andrew Vance who wrote (14790)	7/13/1998 10:56:00 AM
From: John Westman	Read Replies (1) \| Respond to of 17305

If only we could have known... AGAI up 17% and NPRO at 11%. I'm with you guys on SYBS. j

To: Andrew Vance who wrote (14790)	7/13/1998 11:41:00 AM
From: Andrew Vance	Respond to of 17305

AV--This is slightly old but it does bear watching. STB and Diamond Go Savage by Ken Feinstein July 7, 1998, 4 p.m. PT S3 announced Monday that both STB Systems and Diamond Multimedia plan to build boards based on its next-generation 2D/3D graphics chip, Savage3D. This makes three design wins for Savage3D, counting Hercules' announcement at E3. Expected to ship by late summer, STB's Nitro 3200 AGP graphics card,based on the Savage3D, will feature 8MB of 125-MHz SDRAM. Pricing has not yet been determined. As for Diamond's Savage3D card, no details have been announced, not even its name. It is targeted to be available for the holiday buying season. Savage3D is S3's bid to reestablish itself as a leader in graphics on the PC. Though still the world's largest graphics chipmaker, its ViRGE family of chips have failed to keep pace with products from competitors such as Nvidia, ATI, and 3Dlabs. Savage3D is S3's first complete chip redesign for desktop PCs since its launch of the ViRGE product line in November 1995. News Analysis One of the biggest questions facing Diamond is what to name its Savage3D board. Traditionally, Stealth was Diamond's flagship brand, featuring the latest technology from S3. However, when S3 failed to deliver anything for the 1997 holiday season, Diamond gave its low-end Rendition V2100-based board the "Stealth II" moniker. Its Intel740-based AGP board has also been placed under the Stealth II umbrella. "Stealth III" would fit the pattern best, with an 8MB Savage3D-based board easily coming in at the $99 price point, just like the Rendition-based Stealth II of the previous year. It also would be consistent with Diamond positioning its 16MB Nvidia RIVA TNT board as its premiere product for the season. S3 is appearing on a good number of screens these days<GGG>. Andrew

To: Andrew Vance who wrote (14790)	7/16/1998 1:04:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Nice day today for the "Good Guys" in the market. Sometimes absence works well for you. So here is a short recap. 1. Take profits when presented. 2. MIPS - we are at 50% profit within 2 weeks. Those invested along with me are hereby on notice. WHY THE HELL ARE WE STILL IN MIPS??? Take the money and run. You heard it here first. I wash my hands of any grief if this baby retraces. However, I take the Fifth on what I am doing with my shares<GGG>. 3. AMAT paid my salary for the week since the GTC at $30.50 kicked in. 4. Still have SYBS to finish out the week for the other part of the salary. 5. PLAB responded real well and a few more shares will be sold just to create cash. 6. ASMLF is looking like it is getting ready to pay off in the patience department. 7. Took 10% on some (not a good amount) UTEK shares with its run up from the 19s. 8. CYMI is really looking nice these days. I love it when a plan comes together, don't you??? 9. The average down on IDTI seems to have paid off today. 10. I mentioned KLAC and it is getting close to a 10% gain. 11. UTEK, TER and VECO were mentioned recently and are looking nice for a quick few percentages before any retracement takes place. All of the above is attributed to what I would like to call the SEMICON West Tech Rally. The meeting, the earnings, the show, the hype, etal., seems to help some of these stocks make some nice moves during this timeframe. Therefore, tread lightly and protect profits in case of a post partum SEMICON effect. Andrew