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Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST

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To: Trey McAtee who wrote (16848)7/22/1997 8:11:00 AM
From: Thomas G. Busillo   of 53903
 
Trey, I was looking over that EBT piece on IC capital equip. you linked (think it was you) a while back last night and one of the charts had the following market breakdown for 1996:

Microlithography - resist processing
60% Tokyo Electron
20% Dainippon Screen
10% Silicon Valley Group

Steppers - aligners
40% Nikon
30% Canon
20% ASM Lithography

I don't know where ASM's UV litho fits in exactly, but I'd find it hard to believe that they've got "a lock" on the global UV litho market (and that's not to say that some of their products might not be better - I just don't know).

Good trading,

Tom
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