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To: Q. who wrote (6369)	7/24/1998 7:11:00 PM
From: Grand Poobah	Respond to of 10921

re. IBM and copper, Lehman's analyst says IBM is now producing 100's of logic wafers per day at sub 0.25 micron, with copper for some chip layers. lehman.com Can somebody give a perspective on how significant this level of production is? Typical full-blown production for a large fab would be in the neighborhood of 20,000 wafers a month. So, if true, IBM's copper-interconnect production would not be the full production output of a fab, but it does indicate that they must be having a least a modicum of success with it. G.P.

To: Q. who wrote (6369)	7/28/1998 2:32:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 10921

All, We are starting to see reports like the one below relative to recovery of this group. biz.yahoo.com Do statements (expectations of sector recovery 6 months out) like this have any meaning? If so, do they have implications for sector stock prices? Perhaps they are premature and we will see a brief, unsustained recovery? Perhaps 6 months is the timeframe in which wall street will begin to once again be attracted? Are AMAT and NVLS the only 'sure things'? Just wondering.... J