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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: Proud_Infidel who wrote (8088)	9/22/1997 2:20:00 AM
From: Cary Salsberg	of 70976

Brian, The SVGI acquisition "rumors" were more speculation than rumors. AMAT would like to acquire a lithography company, but there are no obvious candidates. ASM Lithography has too high a market capitalization and SVGI's is "too low" because of its small size and lack of a track record. I don't think lithography will "hit a wall", but new "light" sources (x-ray, EUV, etc.) will be used. I think that AMAT will be watching the Micrascan ramp up at SVGI and the P-GILD and e-beam rollout at UTEK, and they will pounce on one or both if these products look like they will realize the potential currently speculated for them. Cary

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