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Technology Stocks : Silicon Valley Group
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To: adc who wrote (1187)10/15/1997 7:55:00 AM
From: Mason Barge   of 2946
 
To thread: I'll tell you one thing that is very bullish for SVG in the long-term, and that is what is apparently going on behind the scenes with the DOE. The Cymer-SVGL service partnership smacks of a drive to keep a top-to-bottom litho equipment capability within the United States. Let everyone please remember two things: 1) DUV technology had its genesis from the US Govt, and the laser end for sure, and may well be the reason Cymer is so far ahead of LP and Komatsu, and 2) a lot of people remember what happened in the late 80's when the Japanese controlled fab equipment for memory chips. It wasn't just that they raised prices, but that they refused to make chips available to American PC fabs and were the limiting factor in PC production for something just under a year. We couldn't buy the chips and we couldn't make the chips and we couldn't make machines to make the chips.
The upshot of this little reminder is that possibly irrestistable pressure is going to be brought on US chipmakers to at least keep SVGL in business. ASMLF may also benefit from this a little, because even though it isn't American, it isn't Japanese and can be expected at least to provide market competition for Nikon and Canon. But there is NO WAY the U.S. government is going to allow Japanese companies to create another monopoly in chip fab equipment or an essential component thereof.
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