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To: Duker who wrote (2064)	4/6/1999 4:17:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 2946

I have to tell you that I am very encouraged by the two-to-one book-to-bill. Based on the 30% reduction from previous expectations of 85.5 million revenue, that works out to about 120 million in bookings. While not up to year-ago revenues, it is a huge change in the right direction. While the missed shipments are regrettable, speaking as an engineer, my bias tends to be toward taking the time to get it right, rather than shipping junk on time. And personally, I definitely need more sleep!

To: Duker who wrote (2064)	4/6/1999 4:18:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Duker, I listened to the conference call. It was a little more positive than I'd expected. e.g. - Taiwan 0.18µ scanner decisions haven't been made yet and that there was much interest in the SVGI presentation there last week. New orders for the quarter came from 3 customers. So it sounds as if they still have IBM, INTC and MOT talking to them. Backlog is nice. I'd really have liked to have heard about at least 1 capacity buy from the fareast. But it seems that it's only technology stuff going on there at this time. Your conf call notes were quite acceptable. I've recorded the call: It's available as a PureVoice file (free recorder / player available on the net.) It lasts a little under 30 minutes and takes up 3MB. If anyone misses the replay and wants the file, I can eMail it. Ian.