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To: Clint E. who wrote (27422)	7/24/2000 5:14:23 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68217

The cellular infrastructure side is showing no decrease in demand as far as I have been told. There appears to some aggressive positioning for 2.5G and 3G contracts right now. The China opportunity appears to be the real thing. My sister's brother inlaw is going back to China after moving back to Canada a few years ago when the money started to leave China/Hong Kong. The trend has reverse and there is now huge inflow of money in China. He is a business lawyer and business is booming in China.

To: Clint E. who wrote (27422)	7/24/2000 5:18:44 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68217

Robertson Stephens Semiconductor Conference Ritz-Carlton Wednesday, July 26, 2000 Time Room 1 Room 2 Room 3 10:30 ET TXCC ORBK MLT 11:00 ET STM LSCC GSNX 11:30 ET NSM AEIS INSN 12:00 ET BRCM MCHP KLIC 12:30 ET --- GSPN ELNT 13:00 ET AMAT DS PTEK 13:30 ET MU VTSS POWI 14:00 ET MXIM ADPT ZRAN 14:30 ET --- --- NVDA 16:30 ET --- --- AUDC 17:00 ET TXN --- PLAB 17:30 ET INTC MIPS CRTK 18:00 ET TSM --- GALT 18:30 ET CNXT CMOS SIMG 19:00 ET SNDK PRIA CUBE 19:30 ET ISIL RMBS --- 20:00 ET ONNN CRUS * * Privately held company. Thursday, July 27, 2000 Time Room 1 Room 2 Room 3 Room 4 10:30 ET ASML LRCX --- Verisity* 11:00 ET BKHM CGNX QEDI Netergy* 11:30 ET AMKR FCS VRTA Hyundai Electron* 12:00 ET LSI CDN RTEC SMDI 12:30 ET JDSU IDTI ASTX VCR 13:00 ET ASMI MENT O2Micro Colo Microdisplay* 13:30 ET AMD MCRL CCMP Scenix* 14:00 ET AMCC ARMHY PSIT MystiCom* 14:30 ET --- --- SAGI ChipPAC* 16:30 ET --- --- NATI Summit Microelect* 17:00 ET CY DLGS CYBE PortalPlayer* 17:30 ET IFX DPMI HIFN PDF Solutions* 18:00 ET CTLM VSEA TDFX Arcadia Design* 18:30 ET --- EXAR ICST --- 19:00 ET KLAC ASM Pacific* Triscend Micronic Laser* 19:30 ET TER Candescent* ATV Oplink Comms* * Privately held company.