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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (1057)7/14/1998 12:42:00 AM
From: jeffbas  Read Replies (1) of 1305
 
Andrew, I thought that your comment about not switching systems until it is proven that an existing system upgrade does not do the job was very insightful, in view of training, parts and support issues on very complex equipment.

PLAB has bought a UTEK Ultrabeam (name?) product and I possibly a Leica one. That is an industry of suppliers to maskmakers that has been dominated by ETEC, which has jacked up the prices a lot. Would you care to speculate why they might be considering alternate suppliers?
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