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To: John Stewart who wrote (1297)6/2/1999 11:07:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
- and it must be TI that was the recent low K customer.

John,

I thought the press release implied or stated a 2nd multi-million dollar sale to the same customer.

I was under the impression that the first sale might have gone to INTC - in which case we'll never see an announcement of the customer.

The T.I. (TXN) sale, in my mind, would be new and might get announced if it actually happens.

Unfortunately, with the facts available to us, you may be right. The last sale announced could have been the T.I. sale.

In any case, I'm still more optimistic than I've been in years.

Ian.



To: John Stewart who wrote (1297)6/2/1999 11:58:00 PM
From: Nick Michell  Read Replies (1) | Respond to of 3661
 
From previous notes on this thread, it seemed pretty clear that MTSN did joint deveopment with a U.S. chip maker for stripping an organic
low-k dielectric, and got follow-on orders from the same company.

I understood that Black Diamond was inorganic, and in any case it
sounds like T.I. is only evaluating Black Diamond, not (yet) putting
it into production.

Nick