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Technology Stocks : General Lithography

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To: Juniper who wrote (364)	5/29/1997 2:03:00 AM
From: Yousef	of 1305

Juniper, My understanding is exactly like yours in that Intel has spent countless engineering months working on their SVGL scanners to meet and exceed the specifications. This is hardly what Intel would like to do with their engineering resources. If another scanner manufacturer comes along with a product with tighter specs then I expect Intel to move to that vendor. It is pretty common knowledge also about the early reliability problems with SVGL scanners. This info can be readily gotten from anyone associated with Sematech. Issues regarding equipment uptime and time between failures has been problematic for the SVGL systems. BTW, as I am sure that you are aware, SVGL currently has a dominate position in DUV scanners. I would "guess" that they are booked solid for shipments through 1998. So any issues with the stock will not affect SVGL soon ... unless a major customer (Intel or IBM) commits to another vendor !! I don't particularly want to see a replay of the GCA situation. Yousef

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