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Technology Stocks : Ezenia! (VSVR)

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To: John A. Young who wrote (362)6/13/1997 4:31:00 PM
From: John A. Young   of 890
 
I just got off the phone with the analyst at Oppenheimer.

- VSVR still a good long term hold.
- the market was reacting to the mgr. of sales (a well liked guy)
leaving VSVR to go to a competitor that's starting up. Apparently,
this guy will be the startups new CEO. He's also the guy that sold
stock on the 144.
- estimate for Q2 look fine (IMHO they'll beat them).

Personally, I'm looking for mid twenties sometime before the end of July.

- John
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