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To: Peter Bernhardt who wrote (102610)	5/2/2000 9:30:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 164684

Peter, Have you been following NMTC? Their registration statement states: "Our subwavelength solution exceeds the predictions of industry roadmaps by producing semiconductors with feature sizes of 0.09 micron and below using existing semiconductor equipment." sec.gov How significant is the .09 micron frontier? And how much money might it save a fab if they can achieve such dimensions without retooling, as they imply? NMTC's management team consists of a mixture of seasoned semi design veterans and Stanford engineering professors. They only came public on April 7, a great time to debut. <g> PS: Thanks for the tip on IKOS. Will check it out. Sam

To: Peter Bernhardt who wrote (102610)	5/2/2000 1:48:00 PM
From: Danny	Read Replies (1) \| Respond to of 164684

Peter: If you want to pick a specific company from a specific time frame, I am sure every sector has its Gold. But if you look at EDA industry for the past 4 years, I feel confident enough (although I have not really done any chart reading) that the performance of the entire sector is much worse than the DOW, the NASDAQ composite, the S&P 500, and a far cry away from the telecom, semi, and internet sector. Why bother to shoot for a 1 out of 5 probability in a dead sector where you can shoot for 3 out of 5 in a growing sector. As for 7-8% growth rate, I am suprised that you did not know this as an investor in this sector. Even an outsider like myself know this:)