General Lithography Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : General Lithography

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (1137)	2/10/2000 9:47:00 AM
From: Ian@SI	Read Replies (1) of 1305

There is absolutely no way that SVGL could spread themselves thin enough to handle the ramp up. Methinks your radar is broken. How quickly did ASML ramp up? Are you implying that US management is inherently less intelligent or capable than Dutch companies? I think not. even lowly UTEK with the ISI (GCA) DUV litho systems, could take a crack at some of the business SVGL has in their targets. You mean the same company that had an utterly dismal failure in its Mix and Match strategy? The same company which has been unable to place a 2nd V2000 in 2 years? The same company whose first PGILD machine has been "coming" for the past 4 years? I guess it was only breathing hard. Quick send your radar in for a tune up. FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next