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Technology Stocks : General Lithography

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To: Michael Dunn who wrote (450)	7/12/1997 8:46:00 PM
From: Andrew Vance	of 1305

Sorry for the delay since I was out of town. While CYMI is a formidable company because of their installed based with the premier stepper providers that does not mean COHR could not belly up to the bar. Right now though, I beleive the business is for CYMI to lose and that COHR has an uphill battle. What we need to do is find out whose laser is being used in what systems. That is, we know CYMI is built into the SVGL Micrascan. It would be an interesting exercise to list the stepper manufacturer versus the laser supplier. If memory serves me correct, COHR distinguishes itself in the metrology tool area. With that said both CYMI and COHR could try to invade each others territory. Right now there is room for both. Regards Andrew

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