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To: Philip W. Dunton, Jr who wrote (2406)	1/12/2000 8:58:00 PM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

John S. What's your estimate for MTSN's quarter? I think First Call is at .05. All the best, Phil

To: Philip W. Dunton, Jr who wrote (2406)	1/12/2000 9:07:00 PM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

From yesterday's Investors Business Daily---"Market research firm Dataquest said its 43% growth estimate for semiconductor equipment demand was conservative. Growth could range from 50% to 60%. Revenue for equipment makers had been expected to grow 43.5% to $25.1 billion from $17.5 billion in 1999, when the growth rate was 19.4%. Growth was driven by better-than-expected PC and cellular phone shipments, as well as a big investment in the Internet's infrastructure."