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To: Gordon Quickstad who wrote (726)	1/6/1998 8:28:00 PM
From: van wang	Read Replies (1) \| Respond to of 1229

Gordon, I understand what you are saying. However, if they dont grow fast and execute, they will wind up like DGN 15 multiple for slow growth even at $1+ eps which means current share price. Look at DGN's profile, its not all that different to what we envision SQNT to be 1 year from now and they are currently cheaper than SQNT on every multiple measure used. Also they are more diversified from a product and geographic perspective. We need to see new wins or the mkt (and I) will think that their differentiation (implementation and NUMA-Q) will grow firm only as fast as industry growth...so why buy SQNT when you can buy into a more diversified hardware company---take your pick. van