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To: Marco Polo who wrote (1)	11/8/1996 5:26:00 PM
From: Alex Andersen	of 41

Ben, Why did you sell FSCX? By reviewing the 10Q and the additions to their international sales team, it appears that they are well positioned for immediate growth. Demand for the DRAM appears strong and I would expect that sales will be strong for the current quarter. You seem to know quite a bit about this company. Do you know who the 2 companies are that make up 25% of revenues referred to in FN#5 of the 10Q? What led you to believe that the share price would hit 12 by Christmas? Let's chat.

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