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To: SJS who wrote (6387)1/6/1999 2:20:00 PM
From: The Ox  Respond to of 14427
 
Excellent timing. I will be listening in on the conference call, time permitting. I have carefully followed the company for a couple of years now and still have very high expectations for them. I have trimmed down my overall VTSS holdings and have taken very nice gains. Will hold onto my core position unless there is a negative change in the company's fundies.

I think MMCN may be a very good opportunity. Haven't done all the DD, but I think the CEO stepping down has caused the company to stay in the tank while all of it's peers have soared.

Still can't believe BRCM's moves, very impressive!