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To: drsvelte who wrote (1625)	8/7/1998 7:44:00 AM
From: Thean	Read Replies (1) \| Respond to of 14427

Doc, thanks for thinking of us. Your consumer non-durables should do well today. UN warned of their Asia problem and they were down 7.5% in european trading. KMB and PPG should go down with this. I have CL put. CL is the lone star so far and the reason is Asia represents the smallest mix of their business. Nonetheless, when the down tide come CL be brought along for the ride as well. Not suggesting any to short CL but do pay attention because it is the leader currently and if the leader goes you know the rest of the story. Would not be surprised to see the techs rally for the second day while the DOW continues to dip.

To: drsvelte who wrote (1625)	8/7/1998 4:32:00 PM
From: Shelia Jones	Read Replies (1) \| Respond to of 14427

Hi drsvelte! About that ICOS: Now it may be time for it to fall. The big block buys last week (if I had level II maybe I would have seen LaSalle - hope to soon) must have been leading up to this. They were probably selling today. 12:00 -- 13:00 ET (Updated throughout the hour)****** ICOS Corp. (ICOS) 24 1/8 +1 1/2: LaSalle St. Securities maintains intermediate-term "buy" and long-term "strong buy" on biotechnology company as next 12-18 months will be very pivotal for company; expects ICOS to move forward with three products into Phase III clinical trials for four indications..... Heck - I made 20% shorting ANAD a few days ago. I'm so lucky! ANADIGICS Inc. (ANAD) 18 3/8 +2 5/16: Volpe Brown reiterates "buy" rating on supplier of radio frequency and microwave gallium arsenide integrated circuits with a 12-month price target of $20 a share; believes wireless business revenue has bottomed and should begin to move higher as evidenced by book-to-bill for wireless products; also believes products for the CATV fiber markets will continue to grow at a 30%-plus growth rate over the next couple of years; also expects gross margins to trend back toward historical mid-40% levels..... Now I have to pick up the in-laws at the airport. (Uh, did I say lucky?) Will surely be in a shortin' mood come Monday. Looking forward to your picks. Do you think Hong Kong will hold the peg?