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To: Robert Einstein who wrote (13719)	5/11/1998 11:05:00 AM
From: Andrew Vance	Read Replies (1) of 17305

AV-Sorry for the delay (Mother's Day took a wee bit longer than I anticipated<GG>). After careful and short consideration (a few days), I have come up with your answer. In the universe of stocks that I cover, DELL looks to be the best stock for maximizing Capital Gains by year end. If past perfromance is a predictor of future performance, this would be my most conservative pick. The list of also-rans in this race: INTC-new Pentium II processors that should be released in the fall could give this stock a boost. But, what affect will IDTI have on the bottom line if they are successful with the WinChip. IDTI-proced very attractively and they have just come out of 8 quarters of re-engineering their company from the ground up. Just start to ramp up the WinChip and could give INTC a run for their money on the low end business for the Holiday season. The SRAM business has taken new form with them via ZBT acceptance. NPRO-too risky to be given the "nod" here. However, it is rumored that this stock could reach $30 by the end of the year. I think it could revisit $10 on some good news or turnaround in some of its bad luck relative to BMY. This would be a 5X gain. ALYD-the year 2000 debacle has got to finally get some serious exposure by the market pundits along with some juicy contracts. Everything I read here seems to indicate a $75M year for this company. With the last 2 quarters totalling less that $20M, this means s helluva second half has to be achieved in order to meet the projections. This could also be a 2X to 3X if everything goes right. There you have it, the best of the bunch plus the 4 heirs to the throne for this year. Again, this is my opinion and is subject to change as market conditions change. The market is too dynamic to plant cash in one place and let it sit for 7 months. If any stock makes a good move, profits should be taken and a new candidate should be found to help maximize gains for the year. Andrew

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