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To: Tech Master who wrote (15700)	10/21/1998 4:23:00 PM
From: Andrew Vance	Respond to of 17305

AV--Wow, I just checked and you are right!! That was completely by accident, really. Nice to see somethings haven't changed though.<GG> QCOM now has passed in the $50 range and the comment about it being a steal of a deal under $50 no longer applies. This was a nice 10%er over the last few weeks and may run a little further. Some good words are being printed by analysts relative to the telecom industry. I am even starting to see phones with their logo on it. ASMLF and CYMI continue to run. Maybe the street is finally coming to terms with the enabling technology companies like these 2 and, of course NVLS, which is on a tear, it seems. Copper must be the answer for them<GGG>. COMS is turing out to be a nice little barn burner from the beginning of the week<GGG>. Unfortunately CFMT is starting to give back some of its recent gains and even the good words from certain analysts have not helped ERICY move upward. On the boiler room front, the HOT propsect at $30 proved to be a useless hype since it went down after the call until it reached about $20. that would have been the time to get invested. I was laughing as it went down and now crying as it recover to the mid $27s. Oh, Well. The little tip in the newsletter about LRCX being extremely attractive and undervalued seems to have paid off today. LRCX is up nicely since we mentioned it. MER, PWJ, MWD are still on the ropes as the financial issues still worry the investors. this goes back a few weeks and addresses our concerns with that sector. They really hasven't participated in the recent run-ups relative to the lows they recently achieved. PLAB is trying to inch its way up to price parity with DPMI. GO PLAB!!! TLAB just keeps adding to its value each day it seems. Ready to break through $50 and it was just $40 a few days ago. After the close to 25% run up in SGI, they seemed to have settled down while SIII seems to be relatively unaffected by their unique position relative to their patent issue with INTC. USWB and CKSG are finally cooling off so, as usual, I might have exited a tad too soon but did get a got chunk of the center profits. Andrew