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To: Judy who wrote (13949)	5/20/1998 1:36:00 AM
From: Andrew Vance	Respond to of 17305

AV--I would like to be aggressive on the timetable but I think your 2 year timeframe for getting things together and cohesive might very well be on the mark. I have every bit of confidence in the management to pull this off as well as being able to market and promote this concept. In other words, they have what it takes to make it work. The only question is whether it is too late. By that I mean the entrenchment of certain companies with certain suppliers. Displacing them may be an arduous uphill battle. We are seeing this with Ultrabeam and ETEC at the mask shops. Andrew