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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (1430)2/13/1998 6:40:00 PM
From: LLCF  Read Replies (1) of 2946
 
<Its drawback was that it could only produce 10 tools/Q though that's now up to 15 and increasing by about 2 tools per quarter. By next year, SVGL intends to produce 50 Scanners/Quarter.>

Ian, I know You've been following the story for quite a while now and the ramp has been one of the big questions of course. I was getting the impression from the conference call and other comments that the 200 per year number was pie in the sky.... do you really think its realistic?

Also, does anyone have any comments on SVGI's "technical lead"? We keep hearing that but I've only heard one discussion about what the lead was all about and that was from Andrew on the General Litho thread a long time ago... comments would be appreciated.

DAK
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