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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (2621)	4/7/1999 10:12:00 AM
From: DanZ	Read Replies (1) \| Respond to of 11568

Bought 4000 FVCX at 7 7/16. Dan

To: Ron McKinnon who wrote (2621)	4/7/1999 11:10:00 AM
From: DanZ	Read Replies (1) \| Respond to of 11568

VLSI, IRF. Sell 4,000 VLSI at 19 11/16 from 15 3/16. I still think VLSI is in play but I don't think management has any intentions of selling the company. My belief is that VLSI is stalling to give the fundamentals time to become known to investors, at which time, the fundamentals will support the stock rather than the takeover play. This is all conjecture on my part, but I don't think the stock is a short term play any more. Buy 4,000 IRF at 7 5/16 per my comments a few days ago. Thanks, Ron, for doing the bookkeeping. Dan