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Technology Stocks : General Lithography

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To: SemiBull who wrote (889)	3/12/1998 9:03:00 AM
From: Katherine Derbyshire	Read Replies (2) of 1305

>>By the way, do you (and/or the thread for that matter) have a particular view on SVGI's latest Microscan over the short and long term? << Short term, they do not seem to be much of a player in i-line or 248nm exposure tools. Nikon, ASML, and Canon seem to own most of that segment. (Although Canon has made some serious missteps and could be vulnerable. Witness their drop from #2 to #3--although they're contesting the numbers on that one.) Long term, they seem to have a good handle on the technical issues for 193 nm, and their work with Lincoln Labs will help them a lot. Their alliance with NASA will help a lot in EUV development, the (possible) next generation beyond 193 nm. Problem is that those technologies will cost huge amounts of money. It's not a matter of just gritting one's teeth until the market catches up with their technology--to play in those markets, companies will need either a significant revenue stream or significant outside research funding. Technically, I'd say they've got a shot. Financially, I'm not qualified to comment. Katherine

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