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To: Q. who wrote (1635)	10/13/1998 9:29:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 3813

Cnbc interview with Rick Hill: Industry working off excess capacity.Need for more efficient technology and improved margins will result in improve climate by Q2 of 1999. Now big question is how far in advance will market discount the future uptick in business! 6 month BWTHDIK Bob

To: Q. who wrote (1635)	10/13/1998 9:54:00 AM
From: Ian@SI	Respond to of 3813

John, Nothing surprising about bookings being kept secret. There's excess capacity in the Semi Equipment market. (Surprise!) The market is fiercely competitive and it seems that some suppliers may be willing to substantially sacrifice their margins (i.e. AMAT) to get business. Rick Hill would do nothing to identify where his most promising orders may be coming from in order to reduce the probability of a high pressure sales team from AMAT descending upon the prospect. This just struck me as being a reasonable and prudent business behaviour. It mystifies me why anyone in their right mind would expect NVLS to broadcast to all their competitors that they expect to sign a deal with Celistica within 2 months. (Hypothetical example) I guess when everyone is selling more than they can produce, humouring the analysts costs little and generates good will. That certainly hasn't been the case for most of the past year. FWIW, Ian.