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To: John Stewart who wrote (1982)	10/13/1999 9:52:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

I would hope to see some signs of success sooner than that. However, I believe there's some tough competition that needs to be displaced such as AMAT. I believe that MTSN's 300mm efforts have got them well positioned to at least get evaluated. And I'm optimistic that they can win a few orders as pilot / development lines are built. The Infineon 300mm DRAM announcement sounds like good news across the whole family of products. Still not thinking of selling, Ian.