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To: Ian@SI who wrote (2205)	11/22/1999 10:20:00 PM
From: Ian@SI	Respond to of 3661

More good news on the continued recovery and growth of the sector... +++++++ Month Shipments Bookings Book-to-Bill May 99 1,216.7 1,514.2 1.24 June 99 1,288.3 1,560.5 1.21 July 99 1,375.2 1,530.9 1.11 August (final) 1,440.7 1,565.1 1.09 September (revised) 1,406.5 1,502.2 1.07 October 99 (prelim.) 1,465.0 1,592.0 1.09 Note that even with the preliminary numbers, we're seeing great growth in bookings. With the revised and final numbers we can expect to see the reported numbers for both bookings and billings to continue to go up from these preliminary numbers. Ian.

To: Ian@SI who wrote (2205)	11/22/1999 10:47:00 PM
From: Ron Kline	Read Replies (1) \| Respond to of 3661

Don't take M.M. too seriously, He's always saying to buy some company XYZ at 10 and target is 60, and it goes to 3 dollars for 5 years before it attempts trying to go to 60. Bottom line is he's pretty inaccurate. That said I'm long MTSN and believe the cycle will carry forward for at least an over $20 target. I'm going to sell conservatively because MTSN is not been a good longterm bet and I consider it a pretty risky play. That doesn't mean it may not go to 30 or 40 but I'll let others speculate for that one. Ron