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To: John F. Poteraske who wrote (795)	2/4/1998 9:46:00 PM
From: John F. Poteraske	Read Replies (1) \| Respond to of 886

OFF Topic-Jeff I did as you said a cursory glance of peng. And this is what I came up with. 3/97 .45 6/97 .33 9/97 .27 est .32 based on a eps est of $1.37 This .32 would compare with 12/96 of .37 Also noticed the 98 estimate of $1.40. Chart shows good support at $16, and also more support at $14. I did not look into asset valuations etc. Later JP

To: John F. Poteraske who wrote (795)	2/5/1998 6:24:00 AM
From: Jeff Bond	Read Replies (1) \| Respond to of 886

JP, Toot, Toot, Toot :o) Just wanted to toot the horn for you too, I saw that "little" jump today. It is very plausible that the scenario you described may be in the works, there has been a lot of inter-mingling lately, and it makes perfect sense for both companies. Is it too late for me to jump in at $20? HAHAHA I assure you, someone, somewhere is feeling some very serious pain having traded options on SMTC. Has anyone seen a mangy, fuzzed up, howling Tom Cat around here lately? I think I'll hop over to the MLIN thread and make sure the good news on SMTC has gotten around to all interested parties. Regards, JB