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To: SteveG who wrote (7574)	8/6/1998 6:14:00 PM
From: Bernard Levy	Respond to of 12468

Steve: Thanks for the HQ report. I was under the impression that Joe Noel's area of expertise was primarily networking. However, it is nice too see that he has adjusted his 98 and 99 revenue figures upwards. Best regards, Bernard Levy PS: As I suspected, PCMS settled back down. I still think that the optimum buying time will be in October or November after they post a loss for the current quarter. Another (unfortunately private) company which may be worth keeping an eye on is Triton Network: triton-network.com They were mentioned in the Red Herring in July and in Telecom Magazine earlier this Spring.