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To: Ram Seetharaman who wrote (2044)	4/4/1999 10:25:00 AM
From: Anthony Aquino	Read Replies (1) \| Respond to of 2946

I would imagine that is Marvin Whitman of the Third Avenue Value Fund. He has had it tough lately (and has been big on cap equip makers in the past). - No debt is nice but that $150MM in cash is not so significant in this cash intensive an industry. They need those funds to cycle through the rough times. Their current ratio is very healthy (above 3) but a company like Analogic (a/d tech for medical/bomb detection) with $123MM in cash has a current ratio above seven. (LLDL) - Lastly, I could not see this being taken over, let alone at $25 a share. There is a lot of ego in the way. - Sorry for the Easter post but some of us have to work today... Anthony