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To: Andrew Vance who wrote (14292)	6/4/1998 7:27:00 AM
From: David Semoreson	Read Replies (2) \| Respond to of 17305

Great list, Andrew. Thanks for putting it together (perhaps a management fee is in order?) A good replacement for PAIR on my list is MRVC. They have demonstrated consistent 40% growth, 33 consecutive quarters of revenue and eps growth, 27 consecuctive quarters of meeting/beating analyst estimates They have unparalleled products for long-distance WAN via fiber optics, major ASIC supplier for INTC's growing NIC business, the technology leader in gigabit ethernet, new VOIP (voice over IP = Edgeblaster) products. Relatively very low P/S and P/E, number 1 rating from the 4 analysts who cover it, rapidly growing European business, a new Xyplex acquisition ... it looks great to me. Your thoughts? ** David