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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (1146)2/13/2000 2:14:00 PM
From: Carl Mays  Read Replies (1) of 1305
 
Andrew,

It seems to me that in order to take DUV business from SVGI, a successful scanner is a must. The DUV stepper market seems to be getting rather narrow with i-line now in production at .3um and scanners the industry choice below .25um. Utek does not even have a scanning program as far as I know and their DUV experience is extremely limited.

I believe that the current lithography battles are over the scanning technology. Stepper technology is now mature and Nikon and ASML were the winners. This is why I do not understand utek's focus on the introduction of an i-line stepper. It is way too late and there is no time for the necessary product improvements that are always needed. They are competing against superior mature equipment that has been optimized over the past decade.
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