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To: Pink Minion who wrote (12286)	2/22/1998 9:23:00 AM
From: Tsaen Wang	Read Replies (1) \| Respond to of 17305

CIEN going to 20s? I don't really see it, unless bad news keep pouring in. Be glad to load up the truck if it really go that low. :-) So ADPT is in the Fab business now? What experience do they have in that? Adpt has no experience with fab and prefers to go fabless. Now they are stuck with one, I don't know what are they going to do with it. It won't surprise me if Adpt tries to sell it. BTW, ADPT got hammered Friday. Does anybody have a good explanation?

To: Pink Minion who wrote (12286)	2/23/1998 12:31:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV - ADPT has Zero Experience in the Fab Business except for its Foundry Engineers that occasionally have to audit the Pacific Rim IC foundry suppliers. Going to the 20s???? That is a stretch. If you truly beleive that I suggest a massive short of the stock. At worst I see a 10% doen side or possibly 1 quarter of stagnation. As I told Judy, I can be patient with this. It is sort of a staggered approach to investing now. Having ships come in at different times to allow for cash to be freed up when new ideas roll around. Andrew