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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 200.99-1.0%3:59 PM EST
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To: Mason Barge who wrote (4590)1/26/1998 9:51:00 AM
From: shane forbes  Read Replies (2) of 10921
 
Thank you Mason for the great report. I had the same concern about Mgt that you note. But am vacillating in favor of Mr. P. right now because , though he may be a "bull-dog", the guy appears to have played the right tunes so far. SVGI should have ramped up sooner. That was the problem. I suspect that they can come through. With product transitions (and in SVGI's case product introductions) the volume can go from minimal to monstrous overnight. Certainly the litho market is expected to do gangbuster sales over the next few years. It's SVGI's to lose I think.

Am I right in assuming that the newer System-On-a-Chip and leading edge DRAM, logic and MPU will all need DUV scanners instead of DUV steppers? SVGI says they have shipped more DUV scanners than anyone else in the world. Hopefully just because one has experience in steppers does not mean it's easy to make scanners? So if SVGI has the experience in the scanner area may I be hoping for too much by thinking that the newer players could also have ramp-up problems when they try and make scanners? Plus the DUV scanners from SVGI seem to be well received (field-tested) overall.
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