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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (13623)	1/30/1998 1:26:00 PM
From: Zeev Hed	Respond to of 18056

Judy, I like three of the four you have selected. I think that EGLS still has downside risks associated both woth the Asian slow down and the digestion of recent acquisitions. I [ersonally like VTSS more than ANAD, realizing of course that on a valuation basis ANAD is cheaper, but I think that if we get the recovery you expect, VTSS will rocket farther to overvaluation than ANAD or TQNT. Zeev

To: Judy who wrote (13623)	1/30/1998 1:53:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 18056

Judy, I should have looked at what the market is doing as well as my screens before answering your question, I see ANAD was already taken down to the "very cheap" territory. It may take it a good six months to recover from these depth, but at 13, I like it more than VTSS at 44 (VBG). Zeev