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Technology Stocks : General Lithography

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To: Cary Salsberg who wrote (578)9/11/1997 8:28:00 PM
From: Andrew Vance   of 1305
 
Actually, we as a group have made it out to be a big deal. We have, on numerous occasions multiplied the revenue per system by the capacity of the new Conn. facility and have come up with astronomical numbers. We have looked at the Micrascan as something more past IBM and INTC when that may not be the case.

The people are us in our discussions of what could be and not what is at the present time. I include myself in this group, Cary, but I also have been one of the most moderate individuals when it came to the acceptance of the system in the marketplace. I have constantly discounted the Micrascan and was more pro on the other types of equipment in their portfolio.

Andrew
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