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Technology Stocks : General Lithography

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To: Mason Barge who wrote (666)10/19/1997 8:13:00 PM
From: LLCF   of 1305
 
< Are you guys making your real best guesses>

I'm making my guess based on Yousef's guess that Nikon wins the Litho war...thats all. Obviously SVGI would tank. After having lived in Europe and having friends that lived in Japan...I'm not so sure about selling the small silicon valley companies short. There's more red tape over there than water in the pacific...and if they run into problems....hhmm, I'm not so convinced that they will be that much better just because they are big and APPEAR effective at the moment. Only time will tell. And remeber...as far as selling IN JAPAN and perhaps other asian areas (although the Koreans hate the Japanese) red tape is GOOD for Nikon and Canon!

DAK

DAK
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