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To: Prasanna L Soni who wrote (15472)	9/13/1998 6:41:00 PM
From: Bilberry	Respond to of 17305

Andrew, others, opinions on JMAR Technologies stock buyback that was announced late last week? Also the $13 million DARPA contract for Lithography in August? Seems to me that we are at or near bottom here and that there is some good upside potential. Conference call scheduled on Thursday this week. JMAR News: biz.yahoo.com <--see Buyback and Darpa News JMAR home: jmar.com SI thread: Subject 2377 --Bilberry

To: Prasanna L Soni who wrote (15472)	9/14/1998 4:20:00 AM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--Quite awhile ago, I came out with a late first to second quarter 1999 recovery for the sector. I then solidly put forth the late second quarter scenario. This was when the street was still looking at third to fourth quarter 1998 as the recovery. They seem to have slipped past me into the latter part of the 1999 calendar year. I choose to hold tight on the late second quarter start of the recovery. For now, I would not be an investor but rather consider being a trader. The Semi stocks are volatile as you are well aware. If you were interested in this sector, I would play the stocks of your choice for some conservative profits as they do their roller coaster rides. We have talked about this before and have profited before doing this. the only thing that has changed are the lower trading ranges. Andrew