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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (1064)7/14/1998 10:35:00 PM
From: SemiBull  Read Replies (1) of 1305
 
Andrew,

Thanks for the very insightful post. I am long on SVGI, so I guess I'm hoping that SVGL makes a dent at least...though a fender bender is definitely preferred. :~)

Just out of curiousity, it appears from your post, if I've read it correctly, that you don't consider Coherent (COHR) or the Japanese laser supplier (Karamatsu ?) whose name I can't recall as much competition to CYMI. Is this true? If you were playing DUV, which horses would you pick at today's prices?

TIA.....SemiBull
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