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To: LTK007 who wrote (545)	11/12/1997 11:39:00 PM
From: davesd	Read Replies (1) \| Respond to of 926

Max...MORI was Greg's baby....he has now sold it...all the remaining technologies are Dobson's.....at this point I don't think that Greg cares much to hold the company. Greg was hoping for etch to make him his fortune, unfortunately, that's history. It sounds like they are closing the book on etch as far as trying to market any etch products. Having learned how diffcult it is to compete with AMAT, TEL, NVLS, LRCX....I hope he realizes that even if they have great CVD and PVD technology...the same thing is going to happen as in etch. So the best thing to do now is sell the company for a decent price. dave

To: LTK007 who wrote (545)	11/13/1997 12:43:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 926

Max, I hope you have enough plays that you bought at 15t and sold at 40 to compensate for AMD. Personally, I think that with the same money you'll have a better chance of recoveriy by buying INTC at 60 and selling more than 150 (if AMD makes it in the the same time sapn to 40, I think INTC will make it to 150). As for brain transplants, I am working on it, but so far all the poor animals I tried it on gave up on me <VBG>. I think it might be easire to reclone the brain than trasplanting it, but that I'll be stuck with the same lousy grey matter <VBG>. Zeev