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To: Andrew Vance who wrote (909)	3/13/1998 1:21:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 1305

I believe the Japanese site may be a joint venture. It was discussed in either the last or preceding earnings conference call confirming that processes used there were fully up to the US standard. In the same conference call, Akins mentioned that with the completion of their new manufacturing site, the current facilities would be used for R&D, contingency production as required. I didn't pay specific attention to whether or not it was merely an expansion of the same physical site or a new US site. Ian. P.S. ScottMcI has posted transcripts of the CYMI conference calls on the CYMI thread.

To: Andrew Vance who wrote (909)	3/16/1998 4:32:00 AM
From: Crossy	Read Replies (1) \| Respond to of 1305

Andrew & all, do You have any opinion about ADE Corp - ticker ADEX. Stock traded as high as $45 this fall, now dropped to $16.5. Does test and yield improvement systems. This niche should fare better than the rest of semi eqip market in light of AFC. Anyway, demand should remain soft next 2 quarters but stock looks like a value to me. Does anybody know specifics about their type of business ? Any inputs would be highly appreciated. PSR rating is qt 1.2, in contrast to group (test eqipment) PSR of btw. 1.9 and 2.5. This makes it look appealing.. regards CROSSY