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To: Andrew Vance who wrote (15685)	10/20/1998 3:19:00 PM
From: Andrew Vance	Respond to of 17305

AV--Let me be the first to say the numbers printed for the positive action were erronoeus. they did not reflect today's run up. with all the rushing I was doing, I called up a positional trading screen that tracked performance form when I purchased or discussed these stocks. It became rudely apparent that these numbers were flaky when I went to sell ATMI and it wasn't close to $20 bucks (a mental number reflecting a move of $4 today). My only excuse was over enthuiasm and about 3 hours sleep last night. So, I stand chastised for my over zealous comments. But, they have had a nice run for the duration of the discussionary periods.<GGG> Too much data presented in too many ways on too many screens with little sleep and not having the brain in gear. Andrew

To: Andrew Vance who wrote (15685)	10/20/1998 3:28:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--the inaugural newsletter secret play was ADPT. Briefly, I thought a run up was in order since they are going to re-proce the employee options as of tomorrow. Many of these employee options were previously re-priced from the 30s down to the low 20s and will not be -repriced around $12, if the price does not go up further. couple this with a share re-purchase program recently announced and you have the makings of a situation. Ying/Yang. Re-read the comments made on this stock. We have gotten the first part, the run up. Now all that remainsd is whether we will get the anticipated reversal after the options price out tomorrow. I do believe we have a stabilizing factor for this stock via the re-purchase plan but you know they will take every opportunity to exploit any pullback to acquire those shares. Andrew