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Technology Stocks : General Lithography
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To: FJB who wrote (567)9/10/1997 11:14:00 AM
From: Yousef   of 1305
 
Bob,

Re: "Morgan Stanley thinks the push-out came from Nikon."

All I can tell you is that I work with Nikon and their order leadtime
for DUV steppers and scanners is still 15 - 18 months. They are not
pulling up their deliveries much. My guess is (if there is a customer
involved) that the customer is SVGL ... one of SVGL's big customers
could be switching to ... say Nikon.

In regards to your links, I don't believe that Copper will be necessary
for .18um technology. One thing did surprise me was the "no mention"
of Low K dielectrics. This I think is much more likely for .18um.

Yousef
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