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To: GerryMiles who wrote (1082)	3/24/1999 11:46:00 AM
From: Curbstone	Respond to of 5853

Gerry, I'm way over my head here. But could you or anyone please comment on the future of gallium arsenide substrates? I found a company that looks promising but am uncertain of the technology and/or future outlook of its products. This in not a spam, or a tout, it is a piece of my DD. Any comments would be appreciated. Here is a quote from a snapshot of the company's profile. XXXX makes semiconductor substrates from materials other than silicon for manufacturers of products such as wireless and fiber-optic telecommunications systems, lasers, light-emitting diodes, satellite solar cells, and consumer electronics. Substrates made up of gallium arsenide account for about 95% of XXXX sales. The firm also makes substrates using other materials such as indium phosphide and germanium, with others in development. I will give the Ticker if anyone is interested.