The Canon tool is a threat to everyone. Look closely at the article and at least see that if a 248nm tool can do the same work as the 193nm tool of SVGI, you don't need the 193nm tool yet. Why is it that you are fixated on the premise that the most advanced tool is the best tool for the job and not factor in the economics of manufacturing the device.
The Canon tool can do 0.15u with 248nm and the industry has yet to move to full 0.18u implementation. The use of PSM, OPC, other other tricks that can move the device technology down to the 0.13 level (my personal comment), means that it is conceivable that cost effective manufacturers of IC can squeeze 2 more advanced technologies beyong 0.18u (0.13 and 0.15/0.16)
If I were to use your logic on the 157nm tool from SVGI being the best thing on the market, I would most certainly walk away from every DUV tool and start looking at the e-beam systems that are going to put DUV suppliers out of business. Why don't I do that? Well, it just is not cost effective right now and there are other tools that can do the job at current device technology levels.
SVGI's time will come and we will be invested. However, as I have stated many times before, there are much better opportunities in the market RIGHT NOW. I did not see SVGI go up 50% like BTUI did, based on the undervaluation in the diffusion sector of the business. Sure we got help from an incompetent CNBC commentator, but the market responded and there was no follow through to SVGI. One would think we would see someone talking about SVGI, if they believed it was undervalued.
I am not sure why were are at odds on this subject since we both agree there is a future for SVGI and we just disagree on the timing. While we moved into BTUI after our last discussion, and it moved up, SVGI has been flat.
no one likes to be sitting on dead money and we all would like to have our money working for us. When it looks as if the street is about to discover SVGI again or the momentum has shifted into its favor, we will more than likely be there to participate. In the meantime, we will positionally invest in technically and/or fundamentally sound companies like SCON, CDTS, BTUI, NTAP, CYMI, TWAV, and the other stocks we focus on.
As a matter of fact, just for the heck of it, I think NSIL and XIRC will perform better than SVGI over the course of the next few weeks and months. I have eaten humble pie before but I do not mind speaking my mind and going on a limb.<GGGG>
When the time comes for SVGI, we will be on the same side of the playing field and not have much to pleasantly disagree about.<GGG>
AV |
