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To: David Aegis who wrote (1406)	1/20/1998 1:54:00 PM
From: FJB	Respond to of 2946

Thanks A LOT for the notes David. Bob

To: David Aegis who wrote (1406)	1/20/1998 2:01:00 PM
From: Juniper	Read Replies (2) \| Respond to of 2946

David, Thanks once again for the notes. Analysts definitely seem to be taking a "show me" attitude toward the company. I'm pleased at first glance with the Micrascan reported situation. I've been too busy to keep up with analyst short term expectations, but if the consensus for earnings was .31 and came in at .37, I'm surprised to see the stock so non-responsive today. I figure we should know for sure whether the 200/yr by FY 99 is legitimate in 2 quarters, maybe next. I'll admit I'm skeptical, but even a delay of a half year to reach this yield strikes me as quite positive. Papken sounds very reassuring - it should be interesting to see how it all turns out.