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Technology Stocks : General Lithography
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To: j g cordes who wrote (868)3/9/1998 12:23:00 PM
From: Andrew Vance  Read Replies (2) of 1305
 
I haven't heard a thing about the ASMLF financing issues recently. I have been focused elsewhere.

ISON is very interesting and could be a player as you suggest. Right now the questions one must ask are if they are prepared going forward to 300mm, can they find the right partner, and is the industry going to commit to epi given the MeV implanters and other programs that are trying to eliminate the need for epi as much as possible??

I am researching this and am still unsure of the direction the industry is going to take.

Thanks for the ISON information. I will add it to the list of items to get more data on.

Andrew
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