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Technology Stocks : Stock Swap
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To: Proud_Infidel who wrote (15051)7/24/1998 12:28:00 PM
From: Andrew Vance   of 17305
 
*AV*--I will check this out but hopefully you realize that he was posting something that was over a month old. Even with the currency exchange, i find it hard to believe there is such a discount discrepancy between the 2. Finally, I do not think Komatsu can come on as fast as we are being led to believe. It will take time to engineer in the Komatsu interface and there still needs to be a great deal of end customer support.

With the number of DUV systems spread across the universe with CYMI lasers in them, I would doubt that anyone would want to have to re-configure systems to accommodate the Komatsu interface or to have to contend with 2 different suppliers for DUV sources.

I could be wrong but I think the post has stretched reality a trifle far.

Andrew
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