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: Zach E. who wrote (402)	6/20/1997 7:04:00 PM
From: Andrew Vance	of 1305

The only thing I would add is that UTEK is leading edge in all the businesses they choose to participate in. They chose not to play in the 5X or 0.35-0.50u market as a critical litho tool. They dominant TFH and MR heads as well as MEMS or cost effective fab ugrading. UTEK will have some new products but they will not be "leading edge" like you mention. UTEK is not going head to head with the 5X steppers in certain applications. Their Ultrabeam , P-Gild and possibly EUV systems will address the critical feature definition requirements in a different manner. The production of the SVGI systems are not the only things to be concerned about. Both IBM and INTC are their major customers. Neither one, I believe, are 100% committed to the Micrascan and can change their minds at any time. The ASMLF offering should give SVGI a run for their money as well as the Japanese product offerings from Canon and Nikon. Andrew

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next