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To: Andrew Vance who wrote (15232)	8/14/1998 4:22:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 17305

Andrew: VECO is a patient short IMHO. I think eventually you will get your wish. Take a look at the rise in short interest in July. Too many people had the same idea at lower levels and you will have to work through that volume I think before she goes lower. Went short today KLIC at $17 11/16. Scottie was pumped somewhat I hear but I think this one got a little ahead of itself. Any thoughts? I want NVLS to come to me at $32 where I am already long. I think I am too greedy on that one. I took some UTEK out at $21 3/16 as a trade. That one is like a money machine. You had better get over to that board and come clean on your information. Otherwise, you might as well go to the BB stock threads and bash some stocks that you are short on <GGG>. Trashing UTEK is unpatriotic <G>. Say you are down to your last dollar and UTEK and TER are both at $21. Which one would you take long? What was your take on the AMAT cc? Does the semi stock strength tell you equipment orders are on the way or are we still dry. Layoffs at AMAT seem probable. Suggests to me that we have some more trolling to do along the bottom.