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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (1137)	2/10/2000 7:13:00 AM
From: Qualified Opinion	Read Replies (3) of 1305

AV, don't confuse a stock price with current and future performance. Analysts have a nasty habit of hyping their own positions as they are selling. You posted the basic idea on CYMI board. I believe ASML is grossly overvalued. SVGI has recently expanded manufacturing capacity to 200 lithography tools. Some equipment and people will be added as demand builds. SVGI didn't have the capacity in the past resulting in loss business. SVGI has already received a $100 million dollar order from Intel for SVGI'S high throughput 200/300 mm high NA 193 nm lithography tools. Intel will only order the best equipment. VLSI Research has SVGI leading the race in 193 nm lithography tools. SVGI has a new patented photoresist tool called Procell. It is a high throughput 200/300mm system. SVGI is now shipping beta units. SVGI has recently received numerous awards for customer service. SVGI has a diversified product line when compared to ASML. SVGI current revenue run rate is close to ASML. SVGI invests approximately the same amount in R & D. Why did AMD have yield problems when they started using ASML equipment ?

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