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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (459)	7/14/1997 11:42:00 AM
From: jsabelko	of 1305

Andrew, first thanks for the SVGL optics info. I'm still very curious about the details of these supplier arrangements. Also, in a message above you suggested staying away from both MICN and ASEC. Would you care to comment on this. I own some ASEC and although it is small and has tough competition from COHU, the company seems well run and has a very clean balance sheet and an outstanding history of producing profits. Just curious if you have some additional info. As for MICN, I don't own any, but rather again I'm simply curious as to your reasoning. I know I've said this before, but I truly value you opinions and appreciate how freely and unselfishly you share your knowledge. Thank you. joby

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