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Technology Stocks : General Lithography

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To: SemiBull who wrote (1127)	1/24/2000 5:21:00 PM
From: Andrew Vance	Read Replies (2) of 1305

I have a few targets so far but they are not caste in concrete yet. ASML (post 3:1 split) - $60 ASYT (post 2:1 split)- $60 CFMT - $25 to $30 FSII - $27 (Better if they succumb to a takeover and if more 300mm programs move forward this year. SVGI - no comment since much of it is tied to the fortunes of the Micrscan Stepper. This could be $30-$40 or $70-$80 based on the Stepper activity this year. The rest of the business might be level with spurts of greatness as new expansion programs result in track equipment and vertical furnace purchases this year. UTEK - These guys are in a sink or swim situation and I have no target until I see a few psotive things out ogf the company first. I had a very small insiginficant holding right now.

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