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To: Patrick Slevin who wrote (10745)1/16/1998 7:40:00 PM
From: Andrew Vance  Read Replies (2) | Respond to of 17305
 
*AV* -- IMES looks to be up 14% today more than likely due to the presentation I just posted having been disseminated through the same newsletter advisory mail distribution. I am sure there was favorable reaction to the "blurb" presented. That is why I waited until after market hours to share it with the group here. I didn't want anyone impulsively chasing it. Hopefully there will be a slight retracement from what looks to be an over reaction to the advisory opinion. Remember, I quote some of these same stories as hype or spam so this should also be viewed in the same context. It just so happens that IMES is a stock I am very upbeat about.

I will personally wait until Tuesday (market is close Monday<GGG>) and assess the mood of the market towards IMES. I am inclined not to chase it but to be content with the shares I have. The compelling argument is the mad rush to reach parity at 0.25u for many companies and design centers. IMES may allow a leapfrog step for a large group of companies that are struggling just to keep 1 to 2 technologies behind leading edge. If it were me, I would jump at the chance to incorporate this evolutionary library immediately and adjust my manufacturing processes to accomodate these new libraries.

Will they be the next INTC? Who knows and really who cares<GG>. There have been a great deal of pretenders and contenders for that honor with most of them failing. IMES goes after it in a new way and could conceivably make the best run for the roses. So much so, that technically speaking, INTC should look very closely at what they have to offer in the form of design libraries and methodology. At the very least, it is quite a wake up call. It is also a challenge that INTC is up to and at worst result in INTC expediting its technology roadmap. This benefits everyone especially those of use invested in next generation process equipment<GGG>.

VERY IMPORTANT - I should mention that our good college student cyber buddy, Robin, may have been the first person to mention IMES on this thread. I was aware of the company prior to that but had no idea that it had gone public. Robin's input was valuable in getting this started for me. It should also be noted, we started speaking of this stock when it was trading close to its highs.

Andrew

PS-Ray, it's Friday night. Do you really think we can make a run for 10,800 tonight??? do we have enough contestants. Also, did you see who got #2200 on the CSGI thread today, huh, huh, huh?????