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To: Czechsinthemail who wrote (15550)	9/29/1998 11:39:00 PM
From: Michael Davis	Respond to of 17305

UNPH ... Uniphase seems a likely candidate. Has been very volatile. and usually bounces after a sell-off like today.

To: Czechsinthemail who wrote (15550)	10/13/1998 9:44:00 PM
From: Andrew Vance	Respond to of 17305

AV--a day late and a dollar short but ANAD is what I am interested in and VTSS is a steal of a deal for down the road. I find QCOM, Nokia, Ericy, and even MOT to be priced right these days for long term returns. It is only a matter of time before the Asian crisis is behind us. And when it is, these guys will march forth with a vengeance. As far as the short term outlook is concerned, they are too many negative actions in the marketplace to make a good commentary. Interest rates, oil prices, precious metals, currency exchanges (poor Canada is getting beat up recently), interest rates, NATO actions and inactions, etal. Themarket responds to each and every one of these things without regard for sound movements. Everything is dealt with at extremes recently. For those that believe the market will plunge to 6400, they should buy the index option PUTs, even at their present high premiums and wait for the collapse. The real money makers today are taking the S&Ps and OEX for a ride. Problem is knowing which side to be on when<GGG>. Andrew