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Technology Stocks : General Lithography
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To: Investor2 who wrote (998)5/28/1998 1:08:00 PM
From: Andrew Vance  Read Replies (1) of 1305
 
A very interesting article that I have printed and filed away for future reference. While this technology bears watching, it is still a far fetched idea and years away from major implementation, IMO.

The main points I would touch on is the 3-D litho equipment with all its inherrent mirror and lens issues that will arise as geometries shrink, will be very difficult. The technology is being started up in the 3-5 micron range and if it is anything like standard IC technologies of the past, you are looking at more than 10 years before it will be viable under 0.75 micron. With that said and with the majority of devices beginning manufactured today under 0.75u, you see limited application for this type of technology. Speed is usually obtained with smaller feature sizes and while the industry is continually trying to speed things up, I think we are looking at a niche market at best.

I think that 5-10 years down the road is way too far down the road to affect present day strategies within this industry. Even if this were a momumental breakthrough, you still have at least 3-5 years for mental acceptance by the industry.

As I said, I have made a copy of the article and have filed it for future reference since it is worthy of tracking as time marches on. I am grateful you pointed out this article since it was interesting and somewhat exciting. However, it will not impact my market startegy over the course of the next few years.

Thanks again.

Andrew
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