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Technology Stocks : Silicon Valley Group

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To: Ram Seetharaman who wrote (2046)4/6/1999 9:01:00 AM
From: FJB  Read Replies (1) of 2946
 
I'm not sure SVGL is still Intel's supplier of scanners for critical dimensions. Something does not jibe, between the number of Micrascan III's shipping and Intel's planned ramp of their 0.18(0.13 actual) process. Did Nikon win this business?

Earnings warning

The shortfall is primarily attributable to lower than expected revenue of its lithography products caused by the timing of customer requirements and a minor production delay of its latest laser-based lithography product.
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Nikon was their supplier of non-critical layer tools. Have they moved up the food chain for the 0.18 process?
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