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To: David Aegis who wrote (1577)	3/31/1998 11:02:00 AM
From: Juniper	Read Replies (2) \| Respond to of 2946

Good news, it's funny, but this hasn't even shown up on the yahoo news line I usually check in the morning. I'll place my bet on the major US chipmaker being Intel- it would make sense given the Micrascan order they(presumably) placed, and their reluctance to ever be named. The 200-APS is supposed to have clustering capability with Micrascan, so perhaps this is a selling point to Intel. Of course it could be anyone, and as for the European ASIC producer, I have no idea. David, did you get any information on clustering when you toured the Track facility?

To: David Aegis who wrote (1577)	3/31/1998 1:19:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

David, Yes, it struck me that a mass order was for the fab floor and not for evaluation or process validation. Re Nancy missing: her name was also at the very bottom - I left it out in the "cut and paste". Picked up the story from Netscape Business Centre - usually they're 1 day behind not 1 day ahead. Re Price: I now see another pitfall of selling Puts. I don't want to buy them back and I don't want to buy more shares with the Puts outstanding. Guess I'll have to rethink my greed impulse going forward. Ian.