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To: GVTucker who wrote (138252)	6/27/2001 9:44:02 AM
From: Road Walker	Respond to of 186894

OSLO , June 26 (Reuters) - Norwegian data storage group Opticom said on Tuesday that U.S. chipmaker Intel (NasdaqNM:INTC - news) agreed to extend a cooperation deal to develop a new polymer-based memory system. Intel, a vital partner for Opticom in its drive to shift from research to commercial production, would invest 70.7 million crowns in Opticom's majority owned Thin Film Electronics (TFE) and exercise an option to raise its stake in TFE to 13 percent from six percent, Opticom said. Opticom, which says TFE technology could store more data than existing data systems, owns the remaining shares in TFE. At the same time, Opticom said it planned a stock market listing for TFE. ``We plan a separate listing of Thin Film by the end of 2002,'' Opticom chairman Thomas Fussell told a news conference. ``This is the clarification we've been waiting for,'' he said of the extension of the 18-month research deal with Intel that had been due to expire on June 30. Fussell said that TFE would know more about when it might start commercial production of its memory systems in a few months. The two also agreed a new licensing agreement that leaves Opticom free to seek other partners and Fussell said Opticom hoped to agree new partnerships in 2001. Opticom says TFE's technology applied to a mobile phone, for instance, could contain all the phone numbers in Norway. Opticom shares fell 89 crowns, or 14.6 percent, to close at 520 on the Oslo bourse before the announcement on worries that Intel and Opticom might not agree further cooperation by Tuesday. Analysts said that the deal was likely to spur a new share surge for Opticom, one of the most volatile stocks on the Oslo bourse. In little over a year, they have ranged from a low on March 22 at 405 to an all-time high of 2,555 in February last year. The shares hit a recent high of 700 last week on hopes of a quick agreement with Intel. (Alister Doyle, tel (47) 22 42 50 41, fax (47) 42 00 18, e-mail alister.doyle@reuters.com)) ($1 equals 9.196 Norwegian Crown)

To: GVTucker who wrote (138252)	6/27/2001 12:10:45 PM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

GV, There is a lot of great information contained in a Wall Street analyst report. The most useless information is the analyst's buy/sell recommendation. Kurlak may have been an exception. His reports were usually pretty thin. In any case, your point is confirmed by the number of competitors' research reports often seen on analysts' desks.

To: GVTucker who wrote (138252)	6/29/2001 7:48:50 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

GV, RE: "I would have provided you some supporting evidence, but given that I didn't know what a tantalum capacitor was" Doesn't stop a person from throwing a yellow flag by asking a question. The more questions, the more information, the better for us all. Don't need to have the answers to dig & ask. RE: "As always, your input is greatly appreciated" Thank you But I could have pursued the matter too, but had gotten so busy at that time, that I made a judgment call to not pursue the matter. I opted not to pursue it because Barrett had said demand was strong. I figured he would know. The mistake I made was to assume a brandname person was correct. I made this same brandperson-is-correct error on another occasion last year. That's my fault. Moving forward, I won't assume this, unless the information is factually backed up or feels intuitively right to me. Regards, Amy J