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To: Wizard who wrote (2137)	1/7/1999 7:53:00 PM
From: Bulldozer	Respond to of 4710

Wizard - all I can say is the report and call were very very good. Where do you start? Btb - close to 1.2, ATE - surprisingly strong and getting stronger (look at AMAT, KLAC etc. recently), Comm revs up close to 80% yoy and again in double digits sequencially, many design wins and increasing penetration with LU through VTEK. Col springs looks like a great ramp and margins are going higher. Another great qtr. Bulldozer

To: Wizard who wrote (2137)	1/7/1999 8:17:00 PM
From: Robert Schwartz	Read Replies (2) \| Respond to of 4710

Wizard - You are starting to sound like Moonbrother & the others who were saying VTSS was "over-valued" and "must pull back" in November when the stock broke 30 for the first time in 2 months! 45 days and many tears later, those guys lost out on 65% (not to mention some claimed to have sold short)!! You should know better than to compare historic PE's!! If you are looking for inexpensive stocks, you may want to try Russia or Japan! If you are betting on DOW 10,000 (or Nasdaq equivalent) or above, do you see better fundamentals than VTSS? How about Amazon? Yahoo? eBAY? VTSS dominates its market and shows extraordinary earnings growth. I am assuming that once again, Book-to-bill will be extremely strong. If VTSS again makes statements such as "the next two quarters are already on the books", Hang on!