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To: Jim Fisher who wrote (15057)	7/24/1998 2:58:00 PM
From: Nemer	Read Replies (1) \| Respond to of 17305

Jim: This is nothing but a passing remark about clear communication..... SI, and the internet, are dependant upon only the written word with no eyeball observations of body language, gestures, voice inflection, etc....... When I read, rapidly as is my usual method, this statement of yours to the Blue Celt Warrior with the upcoming anniversary ..... ----->Patrick, OIL was a bust, thanks for your input. I lost. I immediately thought, oh shucks, Jim is blaming Pat for bad info on OIL and here comes a scathing response from NJ...... I even went back and followed the posts between the two of you to see what had transpired..... I make this as a gentle suggestion, not as anything more .... your sentence "might" have been improved by the spacing or something akin to this .... Patrick, OIL was a bust. Thanks for your input. I lost. As I said, just a passing comment, and no bad mouthing in my post. Regards ---- Nemer

To: Jim Fisher who wrote (15057)	7/26/1998 8:29:00 PM
From: Patrick Slevin	Respond to of 17305

Sorry about OIL, Jim. Can't help at all on IDTI. I almost strictly trade the S&P Futures so AV is the go-to guy on stocks of that nature. A lot of lousy news on the stock last Wednesday however. quote.yahoo.com

To: Jim Fisher who wrote (15057)	7/28/1998 9:27:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--I still have confidence in IDTI and have done a nice average down for the long haul. I am surprised it actually got that low but a new averaged cost has me convinced that it may be worth having this as dead money right now. Even though I am not that gung ho in the sector these days and am seeing the noted experts writing off the next 2-4 quarters, there are pockets of information that indicate to me that we are muddling through this dilemma. The article below strengthens my resolve in IDTI as I see a spark of life ignite somewhere else. I having been waiting for activity on certain things at specific places as an indicator that progress towards a recovery is being made and that there is a light at the end of the tunnel. On the downside, the leadtime for the unit is way too short for my liking. This means there is inventory, non existent backlog, or severely underutilized capacity. Tuesday July 28, 6:58 am Eastern Time Company Press Release AMD Orders Applied Materials' Ultima HDP-CVD Centura Company's High-Density Plasma Chemical Vapor Deposition (HDP-CVD) System is Tool of Choice for AMD's Microprocessor Manufacturing SANTA CLARA, Calif.--(BUSINESS WIRE)--July 28, 1998-- Applied Materials, Inc. received an order for its Ultima HDP-CVD(TM) Centura(R) from Advanced Micro Devices (AMD). The system will be used for volume manufacturing of advanced microprocessors. Shipped to AMD this calendar quarter, the Ultima system will be used in production at the company's Fab 30 in Dresden, Germany. Lothar Mergili, Thin Film Module Manager at AMD Fab 30, said, ''We've selected the Ultima HDP-CVD Centura as the tool of choice for our most critical dielectric applications. The system showed exceptional productivity during the production testing marathons we performed with SEMATECH, and we are especially impressed with the Ultima system's capability to address such a wide range of device geometries and applications, including interconnect and shallow trench isolation structures.'' ''AMD's qualification of the Ultima HDP-CVD Centura involved extensive testing of a wide range of technical and economic parameters that are critical to the success of their next-generation microprocessors,'' noted Dr. Farhad Moghadam, vice president and general manager of the HDP-CVD Product Unit and Emerging DCVD Technologies at Applied Materials. ''This order verifies the exceptional capabilities of this next-generation system and demonstrates Applied Materials' commitment to deliver high levels of advanced CVD performance to its customers.'' Applied Materials' Ultima HDP-CVD Centura is the leading system in the fast-growing HDP CVD market. High density plasma CVD is rapidly becoming the technology of choice as chipmakers move to new device generations that require more precise gap-filling capability, as well as reduced dielectric constant materials. Andrew