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Technology Stocks : ASML Holding NV

ASML 1,004

-1.6%

Nov 18 3:59 PM EST

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To: Henry D who wrote (474)	10/6/1998 8:08:00 AM
From: Bookdon	Read Replies (1) of 42437

ASMLF has always been solid with leading-edge steppers, production-ready. SVG has been "in bed" with IBM and INTEL. It has had the latest, but not necessarily the greatest (in reliability, in high volume when needed). Ultratech has had a "trailing edge" niche market of low cost, but low tech steppers. ASMLF will be one of the key players in an upturn, while SVG and Ultratech just MIGHT be. It's place bet on a sure thing, versus bets on two long-shots.

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