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To: Andrew Vance who wrote (16792)	11/10/1999 4:26:00 PM
From: Logain Ablar	of 17305

AV: Some comments and ideas. 1) BRKS - It has been extremely difficult to acquire shares. I must be competing against all the other newsletter readers <gg>. Earnings are on the 17th. Management indicated they expect a major new order (the largest in their history) and I'm hoping its announced @ earnings. With good guidance we should break thru the $29. 2) SIII - A lot of volumn today. Rumor of a MSFT and RIO announcement coming soon. This plus comdex should help the stock. 3) LTXX - I've sold some since I last posted. Still expect $22 next week with earnings on Thursday. 4) CCUR - a software company with Video on Demand. I have a solid position and have been waiting for a pullback that never comes to add to the position. 5) MRVC - a network play that I sold out of. Hoping to get back in on a pullback. 6) OBAS - a competitor to CUBE with solid earings (more per share than LTXX) with rumored contract with CSCO. Stock moved this week on management presentation in Israel. 7) SFAM - Not sure if this is a good CMP play or not. Can they turn the operations around and compete with AMAT and ?? Tim

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