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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (380)	6/5/1997 6:22:00 PM
From: Jurgis Bekepuris	of 1305

Andrew, The top three customers (36% revenue) of MASK were: SGS-Thompson (13%), International Rectifier (12%) and Read-Rite (11%). Other "large" customers are LLTC, APM, MOT, Philips, and TRW. I assume that the purchase of TEMIC increased European percentages. Looking at the top three customers, I like SGS-Thompson - they should be ramping up the DVD lines. But they also buy masks from DPMI. Read-rite is a mixed blessing right now. The company is a good long term customer, but with unclear short term orders. On the other hand they might give MASK earnings boost for the current quarter, because it seemed that their production lines were busy. I don't know much about International Rectifier. What are your opinions about the top customers and MASK itself? Good luck Raimondas

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