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Technology Stocks : Silicon Valley Group

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To: Dave Grady who wrote (694)7/18/1997 11:54:00 AM
From: Cary Chubin   of 2946
 
Dave,

Re:"...for .18um, I believe that Nikon with their S202/S203 will give SVGL considerable competition. If Intel, IBM and others don't go with SVGL for .18um, then SVGL will drop very quickly. This is a very REAL possibility. In fact both Intel and IBM have Nikon scanners for evaluation. Also, ASML could be a real contender for scanners as well. So in the short term, SVGL will do well financially, but watch closely in about 1 year as .18um prototyping/ramping begins." '

Thanks for this post. How can we assess whether SVGI is winning or losing this war? What would be the earliest indicators?

Cary Chubin
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