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To: Ian@SI who wrote (2039)	10/22/1999 11:08:00 AM
From: Ian@SI	Read Replies (3) \| Respond to of 3661

More highlights from the conference call. I believe the backlog was a new record high: $41.4M. But I'll have to listen again as I was too busy writing; and not paying sufficient attention to the precise words spoken. From an overall business perspective, Brad is expecting 10% - 15% sequential growth with 10% of the revenue increase going to the bottom line. If we get a sequential growth of $3M, then $300K falls to the bottom line which would equate to another 1.5 to 2¢ a share; or a doubling of earnings / share next quarter. I love these percentages when working with very small numbers. :-) I have to listen to the outlook statements again. It sounded like: 60% growth Y / Y for 99; Very good growth also expected for 2000 over 1999. Strip: UMC was the major Taiwan Strip win. In total there were 3 new accounts in the Top 20 chip makers. Other 2 weren't mentioned; nor were there sufficient clues for me to guess. John S, Where are you with your insights? Korea Capacity expansion: Samsung going aggressively. LG-Hyundai not yet, but not far behind. Japan: Still slow, I think. NEC announcement an excellent indicator. But still not as strong as other regions. Taiwan: Foundry customers have demand for double the current capacity. Yet, foundries are currently only planning to expand capacity by 50%. [Perhaps some further upside here.] Cu: Have multiple orders, but they're probably not production yet. May be middle of next year before production ramps for Cu. CVD: Sees great opportunity. [Sure would like to see a couple announcements. It would be fabulous to capture the DRAM sector, then go do the same with Logic.] 300mm: Signs of CVD activity from Korea. Hyundai and Samsung. [Please, lord, let Hyundai make Samsung's orders look like small change.] Also some activity from Infineon. Probably mid next year before this heats up. And that's it for highlights. Ian.