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To: jd who wrote (14214)	6/2/1998 1:30:00 PM
From: Andrew Vance	Respond to of 17305

AV--I just saw this post after posting the previous response about the Merced delay. I want to make sure you understand that I still feel SGI is a good investment and worthy of holding onto. I like your approach to picking a profit and waiting for it to meet that objective. VTSS is an interesting company and looks attractive at these post split levels. Their forte' is GaAs and its usage both through military and commercial applications. While GaAs is still a niche market, the margins are excellent and their utilization in the wireless comminications arena seems to be very timely. There are not many GaAs players out in the market and the use for the type of devices made using GaAs technology has and will continue to grow. I hold a very small position in order to benefit from any niche "homeruns" they might hit in the emerging wireless communications sector. Andrew I will try to check out TSIG but no promises.