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To: Daniel Schuh who wrote (21314)	12/1/2000 2:37:46 PM
From: redbird	Read Replies (1) \| Respond to of 275872

OT - ISON: I talked to ISON today and the future sounds interesting. 1) They plan to sell to the silicon makers. This would put them at the fountain head of the silicon process. 2) No one else would need to change their process. Silicon makers would make crystals, which would be made into wafers, which would be made into chips. 3) They have producers in Russia, Georgia (the country, not state), and are ramping up in US. 4) The processes work and do not add much to the price of silicon. The biggest challenge is showing that they can reliably deliver massive amounts. This makes Russia and Georgia a problem, and the US ramp up a big help. 5) The process works with other base materials used in cell phones. Once they prove the supply chain is stable, sales and profits should move up. I am in with my gambling money. Volume and Price are up. Redbird Message 14925084

To: Daniel Schuh who wrote (21314)	12/1/2000 3:24:11 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Dan, I accumulated some shares over last 1 or 2 months. While I think it is a long shot, I think the semi companies will need to use all the tricks in the book in the future to get more performance out of their chips. I don't know if Isonics is it, if the company is well positioned and ready to ramp production of pure silicon in a cost effective manner. Another cloud IMO is how unique or patented their process is. Can another company (bigger wafer producers) do exactly the same thing, cutting Isonics out of the picture. Joe