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To: Robert Einstein who wrote (15820)	11/4/1998 4:45:00 PM
From: Doug Skrypek	Respond to of 17305

Robert: I will give you my opinion of PHTN as a long suffering shareholder. Bookings for their tools are finally coming in, they have booked $9.5 mil in the latest qtr, they received their first production order from Taiwan for $6.8 mil. Management stated that FPD mfrs are reaching full capacity, so it can be assumed that more purchases are on the way for their gear. The Koreans will have to eventually purchase FPD gear or risk losing further market share to aggressive Taiwanese expansion. The recent NSM order shows they are also making inroads into the microdisplay business as well. They still have over $5 mil in cash. I view the pickup in order activity as a positive, for trading its a boring stock, for the long haul I think you can easily make a few bucks.