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To: Scrapps who wrote (1338)	10/27/2000 11:38:43 PM
From: mike cobble	Read Replies (2) \| Respond to of 2404

Hey Scrapps, thanks for the heads up. VRTA has been a stock I have watched but not jumped on until today. Yes WSTL did compose about 33% of orders last quarter, they will become a smaller portion going forward as other customers step in. They also stated they were not changing the rev. guidance numbers stated in previous quarter >46 mil Q3, >58 mil Q4. Mgmt acts like there are plenty of other customers, especially huge demand in Europe and Asia which will comprise 50% of sales going forward. I liked the fact that the 16-17 mark held today in really a lackluster tech day other than fiber again, but the semis once again underperformed. Looking back at VRTA's chart, they seem to bounce 30% or so on the 3-4th day after a major hit. We'll see what mon/tue have in store. I'll place a stop loss, but I'm hoping we saw bottom and appears oversold. What does your chart say, Oversold??? I'm trying to pick the winners in DSL as this quarter proved, better be with them. Looks like EFNT, AWRE, and VRTA seems to have a niche. The cc was quite informative, all of mgmt interacted and appeared well informed, just the facts. If you have any further insight, feel free to pass it along. Mike

To: Scrapps who wrote (1338)	10/27/2000 11:52:13 PM
From: mike cobble	Read Replies (1) \| Respond to of 2404

Besides, they have a director named Giuseppe. That's motivation to buy right there. He picked up over 85K shares at the option price of 4 and change, didn't sell at the right time, but I'd sure like to see some mgmt buying at these levels.... Giuseppe, I love that name. My best friend and his wife are having a baby in November, the name would have been Giuseppe is it weren't a girl (Gisella)? TIC. Also, they have a Doctor in charge and they usually aren't slick talkers, meaning you can believe what they say, more realistic, aren't they?