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To: Will Lyons who wrote (250)	4/26/2000 11:12:00 AM
From: The Ox	Read Replies (1) \| Respond to of 565

Thanks for your opinion, Will. BTW, I have a very large ATMI holding but only a small lot of UTCI. I think both should do well going forward. Have you looked into a small company, AFCO-Applied Films? Solid earnings just reported, growing around 40%. I still think they are trading at a 20% discount from where I would have expected the stock to be, FWIW. Michael

To: Will Lyons who wrote (250)	4/26/2000 12:42:00 PM
From: kinkblot	Respond to of 565

Thanks for the info from UTCI IR. I was wondering if the relationship with A T M I would continue, since EMCORE (a partner in UTCI's joint venture) has epitaxial capabilities. Perhaps EMCORE is not into SiC. The 9/98 press release #reply-12419245 gives the impression that the alliance with Sterling involves producing wafers as opposed to SiC epitaxial thin films. From A T M I's perspective, it provides a "strategic position in wafer supply" and allows them to focus their resources on thin film development. However, that distinction is too simplistic, since many customers desire to purchase SiC substrates with custom SiC epi layers already applied: A substantial number of customers find it necessary to purchase silicon carbide substrates with epitaxy-or not purchase at all. This is because there are very few organizations around the world that are able to produce silicon carbide epitaxy... That's from a 9/99 press release from Sterling announcing availability of substrates with epitaxial layers: sterling-semiconductor.com It seems likely that ATMI contributed to this development. Of course, Cree is another of the "very few organizations." WT