Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 150.32

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3:59 PM EST

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To: Teri Skogerboe who wrote (3249)	11/2/1997 12:31:00 PM
From: Sam Citron	Read Replies (1) of 10921

Teri, BTW, the far more interesting monopoly in this area is that in lenses. From what I have been able to determine, Carl Zeiss makes all the lenses that go into these DUV excimer lasers, and the lens is the most expensive component thereof. In fact, the shortage of lenses is the major reason that DUV excimer laser backlogs are as high as they are. An important question is how far behind are Nikon and others in being able to build such lenses. Incidentally, Carl Zeiss is organized as a foundation in Germany. It has never had the need to float stock to the public. SC

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