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To: Judy who wrote (14298)	6/4/1998 9:03:00 PM
From: Robert Einstein	Read Replies (2) \| Respond to of 17305

Hello Judy, Hello Andrew and all, Intel is done with its blistering growth . The decade of the PC investing and growth is going to slow and Telecom is going to take off. Assuming that I am correct. How about adiscussion about the Telecom related stocks. For eg Telecom related chips LEVL, PMCS, LSI and Who else Telecom equip FORE, COMS, ASND, CSCO, and who else Telecom internet companies WCOM, PSIX, AOL, YHOO, XCIT, SEEK and who else ? Am I making any sense?? Sincerely Robert

To: Judy who wrote (14298)	6/4/1998 9:46:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Today was obviously the day to be in PMCS<GGG>. And it moght even make back the final 5 points it needs to. I really could not pick one over the other and would straddle the fence by going 50/50 to cover my bases. I have more information on LEVL and have not looked at PMCS closely. Not that it should factor into a decision but PMCS was recently given an award as the Best financially managed Fabless Semiconductor company. And you know how I like to talk, play, and strategize about fabless companies. This is a big plus for them. IF you force me to choose<GGG>, I will give the edge to PMCS because they are closer to my comfort zone. Andrew