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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (992)	5/27/1998 7:53:00 PM
From: Crossy	Read Replies (1) of 1305

Andrew & all, since MASK is tooling up as indicated on this thread (new ETEC 0,.25 micron technology, PSM, OPC enabled), I would like to find out answers to the following question: biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com 1) Let's assume that MASK can put this to work quickly. How far behind will they still be compared to PLAB & DPMI ? 2) How long does it normally take (months, quarters) to put the newly acquired technology to work, what could we expect as a realistic time-span MASK will need to master the acquired equipmenet ? More than 1-2 quarters ? 3) Do You think that they could grab some market share away from DPMI & PLAB ? Revenue of MASK is just something like $45 million per year. DPMI & PLAB are 4-5 times bigger.. From the press release I infer MASK is staffing up & tooling up to 0.25 micron. Since the balance sheet will be hit immediately I would expect 1-2 weak quarters ahead before we are seing top line growth (revenues, margins). However I could be wrong with that and the opportunity is even closer ahead. Any clues ? kind regards CROSSY

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