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To: John Stewart who wrote (1016)	2/10/1999 10:25:00 PM
From: EACarl	Read Replies (2) \| Respond to of 3661

Hi John, I see you over on YAHOO also (I post as eac7560 over there). It's late and I've been getting about 4 hours sleep lately, so please pardon my ignorance and give me/us some details on orders/backlog. You said "A $10M+ CVD order to Samsung not included in the 1.1 BTB". Why wouldn't it not included in the BTB. Thanks, and glad to have someone so informed on MTSN. Eric.

To: John Stewart who wrote (1016)	2/10/1999 10:30:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, I was surprised that there were no questions as well. Perhaps, I'll be able to get back the 25% of my shares that I sold this afternoon at $8. This is the most optimistic that I've heard Brad in more than a year. Interesting that the Samsung CVD order is for delivery this quarter and next in more than 1 fab. Who do you think they beat for this order? AMAT or NVLS? I trust that the reference to beating GSNX at a major MicroProcessor maker for a Strip sale was to INTC? ... and beating GSNX at AMD at European EPROM (is that STM? Siemens?) for more Strip sales. MTSN's biggest black mark was being a single product company - Strip. That seems to be behind them now, with Strip, CVD going full blast; and good technology buys / bookings happening for RTP / Epi. Perhaps patience is a virtue after all. Now if only SVGI would sell some scanners. Ian.