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To: Ian@SI who wrote (2154)	6/27/1999 12:39:00 PM
From: Ian@SI	Respond to of 2946

A little further clarification on my interpretation of Barrett's comments: I believe that when Barrett said, " We already have our suppliers for the current generation of our technology, ...", he was referring to the DUV generation. INTC is increasing the probability that Moore's Law will remain alive and well by "...working with ASML in developing extreme ultraviolet lithography, as part of the Extreme Ultraviolet Limited Liability Co. program, or the EUV-LLC." in order to better ensure that there will be a next generation (EUV) to migrate to. Thus, I've taken Barrett's comments as meaning that SVGI's position is relatively secure for the DUV generation. ... and that as a current supplier, they're in the running for EUV whenever that comes.