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To: FJB who wrote (1753)	7/20/1998 10:17:00 PM
From: LLCF	Respond to of 2946

Am I dreaming or does "Papkin" sound exactly like "General Berkhalter" on Hogans hero's??? " Why are you so stupid Klink???? Get the Q&A on the recording!" DAK

To: FJB who wrote (1753)	7/21/1998 12:49:00 PM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 2946

I read the press releases and heard the conference call, and I am confused. Did you do the math to explain reality? The confusion is that the press release blamed litho on bad numbers {The Company attributed the decline in operating profit, compared to the third quarter of fiscal 1997 and the second quarter of fiscal 1998, to lower sales primarily in the lithography and track operations, offset in part by lower expenses. } Message 5251231 but when I listened to conference call it seemed that it was the other way around. I think the conference call mentioned order pushouts but litho (business?) add increased to 70% . This was said in a bullish tone. The only way it all seems to be true is if the track and furnace business really took a dive. Clarity please. I really would like to believe in this stock the way I do in the product. Meanwhile my only DUV play is CYMI, still no stepper stocks. TIA TI2