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Pastimes : Ask Mohan about the Market
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To: Judy who wrote (13623)1/30/1998 1:26:00 PM
From: Zeev Hed   of 18056
 
Judy, I like three of the four you have selected. I think that EGLS still has downside risks associated both woth the Asian slow down and the digestion of recent acquisitions. I [ersonally like VTSS more than ANAD, realizing of course that on a valuation basis ANAD is cheaper, but I think that if we get the recovery you expect, VTSS will rocket farther to overvaluation than ANAD or TQNT.

Zeev
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