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To: Hightechhooper who wrote (13578)	7/15/1998 9:00:00 PM
From: M.	Read Replies (1) \| Respond to of 25814

K, you are right, the company could market better, but the hard sell is in the hard numbers. I try not to forget about the last conference call. Maybe it will do all of us some good to refresh our memory. Here are some of the comments (and most of these are quotes): a. B2B is comfortably above 1; b. Bookings are increasing monthly; c. Networking up strongly; d. Expect close to 100% utilization by September; e. Pricing power is returning; f. Empty on inventory; g. Might do 8 to 10 points ahead of industry in revenue growth. All of these statements are very bullish. Numbers should be good next week (but look out for R&D). One other thing... You say the company is doing foundry business. In the cc of last April, the CEO said they had done no foundry business for the last 6 to 9 months because of a lack of capacity. If this work is still going on, it won't for much longer, so higher margined manufacturing is just round the corner. I don't understand why you're so hot to sell out of this stock. M.