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To: Andrew Vance who wrote (15866)	11/13/1998 3:30:00 PM
From: Andrew Vance	Respond to of 17305

AV--Another gem relating to ANAD. Not a bad run for the past few weeks, if I do say so.<GGG> I am finding the newsletters so you won't have to put up with this much longer<GGG>. We went private email on 10/16 so there is just 2 more weeks of messages to go through. Andrew To: +Baird Soule (15551 ) From: +Andrew Vance Tuesday, Oct 13 1998 9:43PM ET Reply #18621 of 15868 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 To: +Andrew Vance (15538 ) From: +Andrew Vance Friday, Sep 25 1998 10:47AM ET Reply #15540 of 15867 AV--Well, I may have screwed up but I picked up a big chunk of ANAD based on the oversold prospect for this stock. After reading the press release and seeing it down over 30%, I had to take the gamble. The $1 million shortfall over 20 million shares is $0.05/share. At a 22 P/E, that should reflect a $1.10 delta in price. stock was selling at 52 week low and is now much lower. The $8 million write off is a one shot deal and should not have accounted for the other $2.25 drop in price. I am not trying to entice anyone into this stock. Rather, I am telegraphing another play that I beleive is similar to some herd mentality of the past. Andrew

To: Andrew Vance who wrote (15866)	11/15/1998 11:45:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 17305

Andrew, Yes, I still have my ASYT, ASMLF, and just quintupled my position in CYMI about a week and a half ago. I am also holding a huge position in PSEM which has ramped up 50% in the past couple of weeks, and is basing for a new run. My utilities are down, but with the run-up in techs I'm holding, its hardly worth worrying about. I must tell you, I have never made so much money so fast in all my life.....I am almost embarrassed by it.....BUT I'LL TAKE IT!!!!! Hope everyone else is having the same miserable luck!!! Regards, Knip