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To: Sector Investor who wrote (508)	7/20/2000 9:38:26 AM
From: robert b furman	Read Replies (2) \| Respond to of 7249

Throw in a little military and it could well be SURPRISE NICELY in the BLACK !!! All in all a good job and we must be patient. I can do that. Bob

To: Sector Investor who wrote (508)	7/20/2000 12:24:33 PM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

I appear to be in error on the communications growth. The 47% was clearly stated in the CC as over 1999 Q2 (which was also a record). They have to do a better job on using clear and consistent terminology. In Q1 they used a 44% sequential quarter-quarter number. In Q2 it is 47% Y-Y. That can be misleading, as I interpretted that as Q-Q. Simply breaking down the numbers for the three segments each quarter would solve the problem nicely. They state in the CC that the $17 million 5-year military contract they received has items in it that could increase it's value to double over those years. Because FOG is in a separate facility, they have to reach their own breakeven point, which they are close to but have not yet reached. That is creating the drag on overall GMs. They state that at $6 million annual sales the FOG GMs would be quite healthy. With $2 million in bookings in Q2, they are moving quickly towards that goal. They anticipate military sales will move up "very quickly". They are confident that Communications sales will continue growing significantly. They anticipate a "significant growth in profitability" in 2001. They place the power sensor market at over $1 Billion over the next decade. Annualized sales per employee grew 18% over the 1999 quarter. The Q&A was skimpy. The A/R question was addressed. They said the numbers don't tell the whole story. The had several large shipments late in June. DSOs actually declined by 6 days. They are confident they are managing this area correctly.