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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (661)	11/12/1997 9:32:00 AM
From: Sam Citron	Read Replies (2) of 1305

AV, If you still monitor this thread, perhaps you might care to comment on this snippet of news reported by Carl Johnson techweb.com Not everything we heard was bullish during our travels. One of our goals during the AEA Conference was to assess the status of DUV lithography. Although DUV stepper shipments appear to be growing nicely, many device manufacturers have expressed that this transition is much more difficult than originally anticipated. One analyst told us DUV steppers purchased by one semiconductor company were "printing nice circles." Ultimately, these problems will be resolved, but for now, we would caution investors about the near-term prospects. My question is: What is the likely problem with these DUV steppers and can they be traced to a specific component which might find its way into the steppers of several manufacturers? TIA, SC

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