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To: Will Lyons who wrote (333)	8/29/2000 6:01:32 AM
From: unclewest	of 565

UTCI bought STRELING which somehow came from under the influence of ATMI [which I HIGHLY RESPECT] and that make UTCI a good bet IMHO hi Will, sterling of course had a SiC program....a few thoughts on that. if sterling really had something to offer, cree would have bought them...the 25 or 30 million price tag was easy...cree has 300 million cash. i have since heard that the sterling SiC experts may have jumped ship and now work for cree. rumor on cree board that a cree engineer visited utci very recently and said the clean room is a joke. the following simple technique has served me well. i keep 90% of my tech investments in companies that are growing revenues and earnings 50% or better every year. 10% max is for speculative investments....satisfies my gambling instincts....i figure if 90% is growing 50% or better...i can afford to play a little bit. uw

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