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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST
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To: Grant C who wrote (26600)7/17/1997 3:12:00 AM
From: Grant C   of 186894
 
To All:

Because Intel looks good for Q3 & Q4, orders for all chip fab equipment, including lithography, wafer-fab and laser sources are now cleared to move. Cymer's (CYMI) excimer laser production will have no end in sight with strong demand from lithography companies such as ASMLF, Canon, Nikon, SVGI, and others. Applied Material's (AMAT) new 300 mm wafer-fab equipment will become the standard for IC makers as larger wafer diameters help increase fabrication efficiency. Lithography mask and lense suppliers, including Dupont Photomask and ETEC, will benefit as well. Vast capital expenditures in the semiconductor industry over the next two years will cause shares of many equipment makers to soar, owing to the relentless pace of Moore's Law.
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