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To: Cary Salsberg who wrote (2834)	7/12/2000 5:35:58 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Cary, T.D., I just got tired of waiting for all the exciting potential to turn into real sales and earnings. I continue to see ASML taking Lithography share; the only large customer that has remained loyal to SVGI is INTC. And I saw better opportunities elsewhere. e.g. - I put some of the proceeds from my SVGI sales into VLGC a little over a month ago just under $7. I missed the $5 bottom But I did better than triple the investment in about a month and expect another triple within 1-2 years. In any case, SVGI still has the same potential that it had last quarter. It seems to be getting its Track act together with the ProCell; and its litho press releases make it sound as if it will have a very capable tool. With a few production type sales to large chipmakers, the SVGI holders could easily see the share price approach the $100 mark. But it will happen without me. Ian.