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Technology Stocks : General Lithography
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To: Debt Free who wrote (416)6/29/1997 4:04:00 PM
From: Andrew Vance   of 1305
 
I am picking away at this stock and will be patient like I have been with others. It is still a good story and at these prices, very attractive.

BTW-I am catching up on this thread after a hiatus at a BSA (Boy Scouts of America) Summer Camp in central Colorado, Elbert CO to be exact. It was called Peaceful Valley and boy was it Peaceful, that is, until the storms circled us for hours and built up even stronger with each circling path.

Anyway, a host of questions were asked of me and others here seemed to have picked up the slack. All I can say is that the resulting answers were EXCELLENT and of extremely high quality. From phase shift to SVGL positioning and then to the demise of optical lithograpghy for the upteenth time were all right on the money. This is one heck of a knowledgeable group of individuals assembled here. It is very pleasing to see this.

I agree (vehemently) the comments relative to X-ray lithograpghy and PSM. PSM and other tricks will extend the useful life of optical lithography. I also see that when the end of the road comes, e-beam or other ion beam technologies will prevail PRIOR to x-ray litho going mainstream. E-beam is already here in the form of reticle manufacturing. They just have to figure out how to increase the throughput of the direct write wafer systems that already exist. With DUV systems now in the $5-$7 million arena, e-beam systems now look relatively cheap by comparison. Still, direct write is ectremely slow. JMO, but I beleive we will see some higher throughput direct write systems coming in the next few years.

Andrew Vance
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