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To: Andrew Vance who wrote (16792)	11/8/1999 12:37:00 PM
From: Logain Ablar	Respond to of 17305

Andrew: I am more than satisfied with your newsletter as I'm sure others are as well. Besides giving good fundamentals on the companies you highlight you also post other informative analysis. Its worth the price and I hope you continue to expand your readership. Tim

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