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To: Ian@SI who wrote (1882)	9/28/1999 3:06:00 PM
From: John Stewart	Read Replies (2) \| Respond to of 3661

Ian; Just a thought - you might consider selling some 12.5 Puts again. Best Regards, John Stewart

To: Ian@SI who wrote (1882)	9/28/1999 5:56:00 PM
From: Philip W. Dunton, Jr	Read Replies (2) \| Respond to of 3661

Ian, If AMAT's CFO can release a statement on business conditions in Taiwan for his company, why is it asking too much for Mc Donald or Brad to do the same thing? Good companies don't keep their shareholders in the dark unless they want the stock to go down. You know as well as I do, that uncertainty for a stock is worse than bad news. I sent MTSN an email two days ago asking for a brief update and they didn't even have the courtesy to confirm receipt of my message much less respond to it. Frankly, I have never had any other company ignore an email that I sent to them. I am beginning to understand why so few analysts have been following this stock until very recently. I certainly hope they don't get turned off. Phil