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To: Scott Maxwell who wrote (1708)	6/29/1998 4:21:00 PM
From: Ian@SI	Respond to of 2946

Scott, I suspect that we share a similar outlook. All it's going to take is one chip maker with a 300mm pilot line to pull in a first silicon date for a 300mm fab and we'll see euphoria pouring from all the mass media once again. Until then, unless one has more money to throw at this sector, it's probably best to totally ignore it. FWIW, Ian.

To: Scott Maxwell who wrote (1708)	6/29/1998 4:56:00 PM
From: Bob Eskimo	Read Replies (1) \| Respond to of 2946

Scott, I'm certainly glad I was able to amaze you. I've held this one for a couple of years. It was about book value when I bought it. Just getting a little impatient I suppose, especially since this is the only dog in my portfolio. So why are you so tense? Bob