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To: George Gilder who wrote (32209)	5/11/1999 11:34:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Re: Foveon When do you think will this technology enter actual products? Joe

To: George Gilder who wrote (32209)	5/11/1999 1:08:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 33344

Just the top part of the camera business, for professionals who are blown away by the Foveon, is worth $4 billion. To clarify . . . The sales for this part of the camera business is worth $4 billion annually, or are you valuing Foveon on some other measure? Thank you in advance.

To: George Gilder who wrote (32209)	5/11/1999 1:10:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

George, It uses an analog VLSI process that can only be produced on National fabs National has it's state-of-the-art fab on the auction block. Pravin.