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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST

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To: Sam Citron who wrote (3258)11/2/1997 4:50:00 PM
From: Teri Skogerboe  Read Replies (1) of 10921
 
SC,

Excerpt from a recent ML SVGI report:
"Tinsley is a leader in making aspheric lenses. One of the key lens components in SVG's Micrascan Stepper is an aspheric lens.
...snip..."Aspheric lenses are a key component in EUV (extreme ultraviolet) optics. EUV has potential to be a next generation stepper technology when optical steppers run out of gas. We note, however, that there are still many uncertainties about EUV and exactly what the next technology will be."

I thought Fleckenstein's statement, "their business is just going to stop" was kind of extreme, but his intent was probably not that extreme. Anyway, even if their business just slows significantly, he'll probably make money on his short position. I also thought his use of the word "bulb" was odd.

Regards,
Teri
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