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To: Robert F. Newton who wrote (11419)	2/6/1998 7:50:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV -- Okay, hour 2 and we have the makings of getting back on schedule. The weather's fine here Ted. As a matter of fact we could have some nice 50s this weekend. Bob- only 3 picks for the week??? I might not be able to come up with 3 this week<GGG> Subject to change by Sunday night: IPEC, PLAB, ADPT. Rumor has it that ADPT has opened it wallet and is chasing a small company. Usually a good sign relative to a rise in price. Nothing spectacular but a few percent is good. roller - I think it may be consolidating as you suggest but I do not see its breakout being 3-4 quarters out. I think we will see some good movement prior to the next round of earnings release. I am still waiting for a retracement into the 11-12 range which may not occur. However, I do believe that 8 quarters of tough decisions, new design library, acquisition of Centaur(for CPU), some alliances, and a premature expansion are behind them. Looking forward I see a fundamentally sound company ready to leverage its technology and fab capacity to increase shareholder value. So conservatively, I will say favorable movement in the upcoming 2 quarters regardles of the Asian Flu. AV