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To: Ian@SI who wrote (7612)	2/2/1999 5:52:00 AM
From: Justa Werkenstiff	Respond to of 10921

Ian: Thank you. (eom)

To: Ian@SI who wrote (7612)	2/2/1999 11:24:00 AM
From: Leo Mitkievicz	Respond to of 10921

Hello Ian I found this release (yesterday) from Motorola to be of interest. Looks like the life of current production technology may be extended significantly. (italics added) Motorola Achieves Industry's First 0.1 Micron Production Silicon Process Using Advanced Phase Shifting Technology Motorola and Numerical Technologies Inc. form first subwavelength strategic alliance AUSTIN, Texas--(BUSINESS WIRE)--Feb. 1, 1999-- Motorola Semiconductor Products Sector Monday announced the first successful fabrication of 0.1 micron microprocessor feature sizes using a standard 0.18-micron silicon production process. snip====================> Fabrication of the 0.1-micron microprocessor was accomplished using phase-shifting and optical proximity correction (OPC)technology from NumeriTech in conjunction with Motorola's advanced processing. Motorola has since incorporated NumeriTech's software into its production design and fabrication processes to produce additional subwavelength ICs. ''Our alliance with Numerical Technologies enables us to routinely produce logic circuits with high-performance transistors with subwavelength gates. More importantly, it allows current-generation manufacturing tools to provide next-generation performance,'' said Fabio Pintchovski, vice president and director of Motorola's Advanced Products Research and Development Laboratory. snip===============> Warren D. Grobman, director of Motorola's Computational Technologies Laboratory, said, ''We have used advanced phase-shifting technology to successfully design and fabricate one of the world's most complex processors, the PowerPC(TM), with 0.1 micron feature sizes. biz.yahoo.com

To: Ian@SI who wrote (7612)	2/2/1999 8:44:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

Ian, are you not concerned that the disk drive sector is in full retreat? In the last cycle, they got into such a retreat well ahead of the semis (and came out a little ahead as well) as well, and I have a nagging feeling that we are setting ourselves up for a mini relapse in the sector. I cannot see yet where such a relapse will come from (particularly with INTC's announcement of the 300 commitment)), but I am watching few stocks and some are showing dangerous signs of reversal (RMBS in the last two weeks and CYMI just the last two days). Of course, I am probably just paranoid (and recognizing this weakness, I jumped back into CYMI today <G>), yet there is that gnawing feeling watching WDC, RDRT, KMAG and other DD folding. Zeev