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To: Philip W. Dunton, Jr who wrote (1329)6/9/1999 7:04:00 PM
From: John Stewart  Read Replies (1) | Respond to of 3661
 
Phil;

Refering to gains at INTC in 300mm:

- I don't think the GSNX strip tool is ready, so guess who might grab strip? And don't forget "copy exact".. What hurt in the past will help in the future.

- Reasonable chance on CVD. This pullup helps alot.

Best Regards,
John Stewart

ps. That is one talented trader buying those blocks! Looking forward to that 13G!



To: Philip W. Dunton, Jr who wrote (1329)6/9/1999 9:26:00 PM
From: Ian@SI  Respond to of 3661
 
Phil,

Prior to 300mm, almost nil. With 300mm, IMO, almost a certainty.
Now why do I think you knew what I'd probably say. <vbg>

Ian.

What are the chances of MTSN sneaking in and gaining some significant business from INTC before AMAT gets geared up?


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