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To: Jake's mom who wrote (13287)	4/16/1998 11:36:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--I was actually doing some R&R with my handy laptop which failed me. Damn machines, not as reliable as humans<GG>. As far as the CYMI and DPMI are concerned, DPMI made a healthy run and was flipped into PLAB which seemed to be lagging behind. I have decided to catch these two out of phase companies as a means of accelerating some profits. Rarely do they both move in sync with each other. I am getting ready to exit PLAB with a nice gain and roll back into DPMI. As far as CYMI is concerned, the appropriate thing would have been to exit yesterday with a nice profit but my decision was and still is to hold tight for the break out. This company will get recognized and will perform. DUV lithography is like an unstable time bomb. It can explode at anytime given the right circumstances but will explode within a given timeframe. In CYMI's case, it is definitely 24 months or less. The upside is a rapid realization that DUV will need to be implemented regardless of the Asian Crisis, fab expansions, or 300mm conversions. BTW- In the "pat yourself on the back dept.", I think my comments from months ago on 300mm, DUV, and new process equipment/technology are starting to be accepted as the norm. I was always very concerned about the 3 mentioned implementations taking place simultaneously. Apparently the induistry is about to come to that same conclusion. Seems that DUV will be in full production prior to a 300mm conversion and new processes are going to be implemented on the 200mm wafers at the 0.25u level. Looks as if the 300mm initiative will falter for a few quarters thereby allowing robust processes to be defined and then converted to the new generation of equipment. FILE-I need to borrow Jake for awhile. I have a few dogs so he won't get lonely but I need him to teach my dogs the ARF of stock picking<GGG>. Don't feel too bad, my portfolio has been having some fits and starts recently. For every really good play, I seem to link up with a lackluster to pathetic excuse. The pathetic list includes the likes of MTZ, CFMT,and ADPT. I am holding dead money there. HOT FLASH: April 16th - GGNS to sell MeV technology to Varian in order to concentrate more closely on their thin film technology. They just sold off the family jewels, IMO. I could be wrong but GGNS is now out of my universe since I do not see them as a player in the CVD marketplace. My only interest in this company was the MeV play for advanced processing technology and designs. I never cared for their other business segment. Too bad they sold the family jewels since I was hoping they would actually be taken over by someone at these prices. Think about it, why just buy the MeV business unless you do not see any real value to the rest of the company. Andrew