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Technology Stocks : General Lithography
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To: David Aegis who wrote (921)3/19/1998 2:48:00 PM
From: Katherine Derbyshire  Read Replies (3) of 1305
 
I would guess that the weak demand for Micrascans is an indicator that the customers are buying from someone else. Certainly *someone* is selling a whole bunch of 0.25 and 0.18 micron tools. My guesses for the someone else would be ASML and Nikon, in roughly that order.

Katherine
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