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To: Ian@SI who wrote (1542)	7/24/1999 3:13:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Ian; "$500M in peak earnings" Now that is impressive my friend :') Bet ya Brad would even be shocked by that. BTW, peak strip should will be more like $150-$175M in revenue if we make it to 300mm this time. Best Regards, John Stewart

To: Ian@SI who wrote (1542)	9/23/1999 7:53:00 PM
From: lrrp	Read Replies (1) \| Respond to of 3661

Ian, I was looking back though the thread to catch up and still, I dont have a good handle on how to rate the chances of mattson having 500 million in sales at cycle peak; if strip is 100 and cvd is 300, do you and John think that epi and rtp have a shot at 100; is 300 million an achievable figure in cvd? I realize these are guessitmates based on total strip plus (i cant remember the % of the total cvd market that will be needed to get to 3 hundred mill) cvd etc--any guess takers? thanks , steve