Silicon Investor (SI) -- The First Internet Community

9/7/2000 3:59:43 PM

Hi Tom,
I have not had time to listen to the conference call and am just guessing.

<<Its not obvious that one could just substitute glass for silicon in a wafer fab.>> ... and get an instant expectation of a revenue stream... I don't think so but I have not looked into it carefully enough, yet.
Still, the "market" likes it.... today.

Perhaps this evening I'll be able to get into it a bit more.

Paul