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Technology Stocks : General Lithography

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To: Cary Salsberg who wrote (473)7/16/1997 10:24:00 AM
From: WALLY THE SANDCRAB   of 1305
 
Hi Cary:
I'm not the person to ask, but I think we both came away from that article I posted with similar takes. I was surprised to see that companies are talking about using i-line steppers as mix and match for non-critical layers. Not a comforting thought as far as UTEK sales are concerned. The only conclusion I can come to is that the old figure we used to hear a lot about HALF of the lines on a circuit being non-critical (above 0.6 micron) needs to be revised downward. I'd be interested to hear from a design engineer type on this issue. I would say that I think we've seen the worst as far as UTEK's business goes.

Wally
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