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To: Teri Skogerboe who wrote (774)	8/21/1997 5:19:00 PM
From: Sam Citron	of 2946

Thread, I reviewed the following articles today and decided that there's a bit too much technology choice risk and competitive threat for me to remain long SVGI at current price. biz.yahoo.com techweb.cmp.com techweb.cmp.com:80/eet/news/97/966news/litho.html techstocks.com While Canon, and Nikon are formidable competitors, both the "market" and AMAT have recently favored ASMLF. AMAT's choice to demonstrate tool integration using ASMLF system in a pilot plant is a particularly telling market signal in my view. I was also struck by the idea in the last mentioned article that Sematech seems to have written off SVGI's optical approach as a viable candidate for 0.15 micron and below feature sizes. While I don't expect Sematech to set a standard in November, its opinion has to carry alot of weight. I'll stand out of the way while more knowledgable and influential decision makers make up their minds. SC

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