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To: Ian@SI who wrote (2070)	10/25/1999 5:58:00 PM
From: John Stewart	Respond to of 3661

Ian; Others will be buying the Aspen III CVD. It's just a matter of how soon they will qualify it. We won't know until the big order comes through, as in Samsung. I suspect another big jump in orders will be coming along in Low K strip, via INTC, say around 1Q01. I think the growth will be, as Brad says, "lumpy", and my straight line model is just a guide. Actual sales & profits could be much higher by the end of 2001 :') Best Regards, John Stewart ps, BTW if the H&Q guy had paid any attention at all to the CC, he'd be using lower margins than in his model. They said "we'll be halfway to our YE2001 model by YE00 .. PTOI margins will be 20% in YE2001 ..tax rates will be 10-15% going forward". The math is not that hard. This all assumes that Brian is not sandbagging us on margin growth. I hope he is ;')