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To: Bosco who wrote (333)	2/19/2000 9:23:00 AM
From: dvdw©	Read Replies (1) \| Respond to of 7249

Thanks for the post Bosco, the Trimble Navigation appointment to the board is important, thanks for mentioning this. Heres another article on the MS Gilat deal: multichannel.com Article mentions another 2 way vendor, we need to monitor these for certain. Another area is RF semiconductor Power amplifiers for the eq. this could be huge, we need to find the RF power amplifier suppliers specializing in this segment.RFMD is one but there are many new guys with specialty tech to fit the bill. The entry or targeting of 10 million base by MS is not to be believed IMO. There is something else going on, and perhaps we have the answer.MS likes scale, they don't mess with small markets this trial is but the first volley in a snipers paradise. Keep your eyes open. I agree with Bosco that we are in early, the transition will take time to play out we need to monitor 13G filings on EDGAR. Every day though we are closer to LT capital gain status.