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To: david alexander who wrote (2231)	8/23/1999 3:20:00 PM
From: Ian@SI	Respond to of 2946

David, Of the 3, I think PRIA is likely to show the best results soonest. I started last week buying more SVGI, UTEK, and PRIA. UTEK has always been interesting. PGILD might produce some excitement this year but I'm no longer counting on what I hear from the company actually coming to pass. SVGI has some very exciting products. In the conference call, the description of the ProCell track tool sounded as if they've got a real winner that no fab manager would be able to resist. <pun attempted> Hopefully, that will turn into actual sales rather than nice brochureware. I'm beginning to think that the board will either say good bye to Papken or that it will be taken over. I would expect a takeover price to be at a premium to book which could easily be a double from today's price. JMHO, Ian.

To: david alexander who wrote (2231)	8/23/1999 3:53:00 PM
From: Bill Hermesmann	Read Replies (1) \| Respond to of 2946

Re: "something good has to happen to one of them." This has about the same credence as my technical analysis hopes.....with short term chart formations you can usually see whatever you want (hope) to see. UTEK, for instance, has given about 6 or 7 false MACD breakout signals in the last month or so. (False = never happens) I would bank (hope) more on some sort of positive expressions from the New York Society of Security Analyst meeting tomorrow. Both SVGI and UTEK will be on stage in the morning.