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To: Curlton Latts who wrote (24137)2/1/2000 6:23:00 PM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
>>revenues can grow 35 to 45% per year over the next two years<<

Clearly, management does not see any issues with respect to capacity any time soon. Capacity is the furtherest of any concerns. Furthermore, with cash balances approaching $200 million adding significantly to capacity in the next two years is a readily available tact. Market share still at 100% of production lasers (almost a monopoly - heh heh heh, I'm sure to hear some teeth gnashing on that one). Not a single item of issue except how high will this rocket ship stock go.

Good Luck To Each And All

Curly
~~~~~~~~^^
[6.6]
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[_]



To: Curlton Latts who wrote (24137)2/3/2000 11:54:00 AM
From: BillyG  Respond to of 25960
 
193nm photoresists....
nikkeibp.asiabiztech.com

Shipley, Samsung to Develop 193nm Photoresists

Shipley Co of the US and Samsung Electronics Co, have launched a research and development partnership to speed development of a leading-edge lithography process for making faster, more powerful chips.

Under the multi-year agreement, the two companies will join forces to develop photoresists for the new 193-nm Argon Fluoride(ArF) lithography process. This process enables chip manufacturers to print smaller features on semiconductor devices, thereby dramatically increasing the performance and storage capacity of each chip.

The partnership will give Samsung first access to the new photoresist products and allow Shipley to manufacture and market the jointly developed, licensed technology to the semiconductor industry.