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To: Bob Eskimo who wrote (1713)	6/30/1998 10:22:00 AM
From: David Aegis	Read Replies (2) of 2946

Bob, Re: Window of opportunity. Lithography, probably, yes, but SVGI also has two other divisions. I tend to agree that the lithography division is losing its technological lead. Its Track and Thermco divisions, however, are both playing catch-up by rolling out new products, and may stand to benefit from the recent halt in worldwide chip equipment buying. That's why there's more talk about technological merits of SVGI products on this thread, because it's the technology that will determine prospects in the eventual cyclical recovery in the industry. By the way, does anyone have any thoughts or concerns as to why SVGI did not make the VLSI "10 Best" list this year? --David

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