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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (868)	3/8/1998 7:29:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 1305

I would approach Isonics with extreme caution. It sounds like it's a group of about 6-12 people making outlandish claims while running an import business from Russia. A high dose of skepticism and very small dose of highest risk capital may be in order here. IMO, lots of questions need to be asked before putting a penny in this one that one isn't willing to lose forever. Ian. P.S. I decided it wasn't worth asking the questions.

To: j g cordes who wrote (868)	3/9/1998 12:23:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 1305

I haven't heard a thing about the ASMLF financing issues recently. I have been focused elsewhere. ISON is very interesting and could be a player as you suggest. Right now the questions one must ask are if they are prepared going forward to 300mm, can they find the right partner, and is the industry going to commit to epi given the MeV implanters and other programs that are trying to eliminate the need for epi as much as possible?? I am researching this and am still unsure of the direction the industry is going to take. Thanks for the ISON information. I will add it to the list of items to get more data on. Andrew