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To: Andrew Vance who wrote (15364)	8/24/1998 12:58:00 PM
From: Dale Knipschield	Read Replies (3) \| Respond to of 17305

Andrew, I DID say $15, didn't I? That would have been a real steal! Now I'm wondering if I paid too much at $25. How low can it go? This is my 1st purchase of ASMLF, so if it drops much further, I'll average down. Any comment on the PAIR situation? Knip

To: Andrew Vance who wrote (15364)	8/24/1998 2:37:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 17305

I would love to add NVLS to your list. AV, I know you like NVLS, but the stock has been relatively weak among the larger semi equips recently. The company seems to be facing some fairly drastic lowering of earnings estimates. I also have concerns that the longer it takes for major commitments to copper process technology the more likely AMAT is to be more significant competition in it. The lawsuits may not ultimately have that much impact, but they seem to add bad news rather than good to the story. I'd appreciate hearing the positive view on it. Baird