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To: Tech Master who wrote (15111)	7/30/1998 3:16:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--Already bought back into ALYD @14 11/16 for another 10%er. I have been playing KLAC, AMAT, VECO, ASMLF, LRCX and a few others for some 10%ers, gove or take 3%. However, I have the following investments on the line TSQD bought/sold this week for close to 40%. I am taking nibbles and chunks out of SIII, CUBE, ECL, and one or two others. BTW-I think I have 2 outstanding "grey area" investments (IDTI and ???) that were front running. I am getting confused with the salary plays and the roller coaster plays.<GG> Are we 3 for 3 or 4 for 4??? Doesn't matter really since we are hitting some good targets. I think I will dabble in MSPG but not as a salary play. ALYD has a GTC of $15.75 for 7% and I will pick up the other 3% somewhere else. Andrew