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To: Q. who wrote (841)	7/23/1998 10:03:00 PM
From: John Stewart	Read Replies (2) \| Respond to of 3661

Some comments of the conference call: - Revenue in 2Q was $15.6M - Estimate for 3Q was in the $10M - $13M range - Target for 4Q was $20M assuming no upturn industry (without Concept I think) - This was expected to be based on success in new products which they hope to be 50% of revenue & would give them the boost to achieve critical mass in the upturn. Also stated problems with CVD & RTP have been solved. - Brad sort of implied that Gasonics was for sale, and stated they continued to take market share from them. General Comments: I found Brad to be the most confident I've heard in the conference calls. This was a pleasant surprise. They admitted their work in EPI and that it would fit well into Concept. Goal was to get COO way down in EPI to get the market to take off. Mike O'Brian from Soundview & Mike Murphy were the only questions. Best Of Luck to all; John Stewart