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To: John Finley who wrote (120)	12/12/1999 9:48:00 AM
From: John Finley	Respond to of 565

Re: MSCC Looks like Fidelity has ~25% of the float. I looked thru the MSCC website this morning, very well laid out. microsemi.com They will be adding online parts ordering. They already have literature ordering. Looks like they are expanding or adding product lines to move from military to commercial. My question is, is management strong enough to make the transition. Having worked for govt contractors and in the commercial sector I can say that the mindsets are different. The commercial sector requires lean and mean while reliability and documentation are priorities for the govt. POA - someone with more business acumen than me should look thru the SEC reports. Then I would recommend watching MSCC for sign of commercial market penetration. If they manage it and can keep reasonable margins then buy. JF