To thread,
I suggest that is worthwhile for SVGI investors to listen to the Brett Hodess (Montgomery Securities) sponsored CYMI conference call.
It's available until Thursday at 1 800 753 6757.
In response to one of the questions, the superiour characteristics of step-and-scan vs steppers is quite lucidly described. In addition, SVGI's MicrascanIII is described as,
"...unique design which does not require the next generation laser. Others (Nikon, Canon, ASMLF) need incredibly narrow bandwidth. ..."
Apparently the Micrascan's mirror system will be an overwhelming advantage compared with the lens based optics being used by the competition. The competition will require CYMI's next generation laser (which I don't believe exists yet) for their scanners whereas SVGI's scanner works well with today's lasers.
Also referenced were three providers of fused silica. Corning, of course, and 2 companies that I'd not heard of: Shiretz(?sp) Quartz and Huraias (?sp - sounds like who-ray-ass). Former is Japanese, latter is its German sister company according to the call.
Can anyone shed some light on these? or a NASDAQ/NYSE ticker symbol?
Also, if anyone has listened to the conference call, I'd like to know whether your interpretation is bullish / bearish for SVGI.
Best regards,
Ian. |
