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To: John Miz who wrote (1836)	11/22/1999 12:56:00 PM
From: jeff greene	Respond to of 2126

John -- Thanks for Gruntal report, nice to see additional enthusiasm about demand for Fusion. * Follow on orders from Fusion customers are 4-to-5 times higher than initial orders.* Seems most of the weak hands may have been washed out this morning by the MM. Jeff

To: John Miz who wrote (1836)	11/22/1999 2:00:00 PM
From: Logain Ablar	Respond to of 2126

John: Thanks for the post. I posted the list of Fushion customers from the annual report and the list would have excluded the latest 3 wins in the last quarter. The revised #'s are more in line with mine reflecting business allready on the books. My target for $25 is by year end provided the Naz and soxx don't pull back too much from its recent run. That would be a quick 25% return in 6 weeks. Of course we can still have selling once it hits 21 and we'll never make my $22 target by last friday (shows how good predictions are). We are having a pull back in the sox today. I have 1st support @ $16.5 but it looks like buyers stepped up @ $17.75 this am. I also have firm support @ $15. (also on an earnings estimate basis they will not fully utilize the GAAP NOL this year. So while analyst post AFIT earnings the company will continue to report earnings utilizing the NOL into the 3rd quarter of FY 2001). The analyst do this for comparitive purposes on a going forward basis. (i.e. if we use the 16 cents this quarter vs. 16 cents AFIT next year in the same quarter the stock would be hammered). Tim