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To: Michael C. Woodward who wrote (2552)2/12/1998 4:22:00 PM
From: Jerome Wittamer  Respond to of 60323
 
I know they wouldn' answer but why not try just to get a hint, my idea is they're putting the money into the MMC and new breathtaking technologies. They need big capacity for the HUGE demand there will be for MMC. So they're probably building some capacity somewhere...in Asia

I don't think MMC is delayed, they said we should wait for 2nd half before seeing revenues, so...I expect design ins shortly in the spring