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To: kinkblot who wrote (336)	8/29/2000 11:19:03 AM
From: John Finley	Read Replies (1) \| Respond to of 565

the underwriters pumped it up ahead of the offering. To my happy amazement CRTK did the same thing, so I sold it during the gold rush <g>. FWIW, I practice UncleWest's 10% spec rule also. Although our definitions of what's spec probably isn't the same <g>. JF

To: kinkblot who wrote (336)	8/29/2000 11:29:20 AM
From: Will Lyons	Read Replies (1) \| Respond to of 565

Hi Will AXTI to sell 2.2 million shares and stock down a couple of points on the announcement! Pru and CIBC are the lead underwriters/ Perhaps they will handle this well. and this may be a buying opportunity??? re UTCI vs CREE the patent position is hazy to say the least TRKN and TGAL both in MOCVD etc and question is are they in competition with EMKR and AIXTRON? oIs the future big enough to let the little boys play too? WL