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To: shane forbes who wrote (7529)	10/29/1997 9:54:00 AM
From: gregor	Respond to of 25814

Shane: I just like NMGC because they do business with (may not be entirely accurate) 16 out of 18 laptop producers, and the laptop business will grow 25 % per year as per 12 % to 15 % per year for pc's. They do seem to have an edge in wattage efficiency and a jump on design 3 to 6 months. Pricey ?? 5x sales is definitely that-- but the growth has been superb..I feel that I'll hold at least a year and pick an exit point of 8x the next years sales...........the one thing I really think will set them apart is their acceptance by major suppliers....if they can put out a trouble free product we are home free...if they have quality control problems that could really ouch !!! gregor