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Technology Stocks : Reliability Inc (REAL) -- Ignore unavailable to you. Want to Upgrade?

To: Scott D. who wrote (491)	6/21/1998 3:04:00 AM
From: pt	Respond to of 542

Thanks, Scott. I hope you are right, but from the news write-ups it does sound like the intent is to convert all production from TI technology to Micron technology. That looks like a huge risk for REAL right now, sorry to say. If they are not already in with Micron, they won't have much chance of getting in if Micron does make the switch. And there certainly won't be new startup DRAM manufacturers to go after to replace the lost business. It is easy to see now why the stock has dropped from $12. Without guidance from the company as to what this all means, the risk of holding the stock has gone up, so the price went down. Let's hope there is some good news coming soon. Paul

To: Scott D. who wrote (491)	6/21/1998 3:19:00 PM
From: pt	Read Replies (1) \| Respond to of 542

Here's something else it would be good to ask REAL about: exchange2000.com With Intel's involvement in the project, does REAL have a shot of getting this burn-in work? BTW, I noticed Max is not listed on the two June press releases (re: ISO cert), perhaps because those were not financial news releases. Margaret A. Chapman, 281/492-0550, ext. 207, is listed as the second contact on both those releases, as well as the April earnings release. Is she serving as REAL's IR department? Paul