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To: Patrick Slevin who wrote (15828)	11/5/1998 7:02:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV - really have read the original message associated with this post since I am in a rush to get some information out to the populous. Time constraints in getting this newsletter to everyone caused me to leave out a few things. #1. The newsletter can never really be real time. By thst I mean, some of the stocks I mentioned in today's newsletter as being attractive and to watch, I took positions in prior to the close of the market yesterday. I need to figure out a way to get that info out so that it does not require getting in on the following day's open. My problem is "front running". Either I do my thing and then talk about it or I just don't talk about it. It is an interesting dilemma. This is not always the case but yesterday was different. VECO was sold at a nice profit and both MIPS, PLAB and ATMI were purchased. #2. IOM (Heaven forbid), a stock you all know my inclination on, is starting to really interest me. I took a position already, especially on the assumption that SYQT will probably be no more<GGG>. Way back when, really way back when, I said the IOM would have the Zip and Jazz drives OEM'd into PCs and that they had a great strategy. With the advent of DVD, there is an alternative. However, I still feel confident that IOM is the place to be. The new CEO may actually have a great deal on the ball. And finally, I visited their Longmont CO facility and I was impressed with some of the Engineering. #3. NTAP will supply products to DELL for the market. (whoops, that might have been included). Andrew

To: Patrick Slevin who wrote (15828)	11/5/1998 7:10:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--now tocomment on the real post you made to me. I remember that post real well. It just amazes me how vertain people can have such a large following. Is it because there are a great many people (lambs) that want to be led to the slaughter. Or is it because people like us have people such as him bookmarked for comic relief or morbid curiosity of what they are goping to do next. Like they say, you can always turn the channel. But we invariably go back to some of the pathetic programs just to assure ourselves that they are still bad bad bad programs.<GG> I understand your rapier wit. I grew up in NY and survived. Besides, I grew up in a family that takes sarcasm, humor, wit, anmger to an exquisite art form.<GG> Andrew