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Technology Stocks : General Lithography
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To: SemiBull who wrote (899)3/12/1998 3:12:00 PM
From: Ian@SI  Read Replies (1) of 1305
 
SemiBull,

Re SVGI: Their lithography business has just matured within the past 1 1/2 years. Until now all capacity was consumed by their top 4 customers. They still have more DUV scanners in production than all other equipment makers combined.

Whether they still have the technology lead or not is now in question, IMO. This should be a very interesting stock during the next 2-4 quarters. Without a successful lithography division, I think they're "toast". With it, it may be a very attractive investment.

I haven't decided whether to sell or buy more...

Ian.
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