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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (1137)	2/10/2000 7:13:00 AM
From: Qualified Opinion	Read Replies (3) \| Respond to of 1305

AV, don't confuse a stock price with current and future performance. Analysts have a nasty habit of hyping their own positions as they are selling. You posted the basic idea on CYMI board. I believe ASML is grossly overvalued. SVGI has recently expanded manufacturing capacity to 200 lithography tools. Some equipment and people will be added as demand builds. SVGI didn't have the capacity in the past resulting in loss business. SVGI has already received a $100 million dollar order from Intel for SVGI'S high throughput 200/300 mm high NA 193 nm lithography tools. Intel will only order the best equipment. VLSI Research has SVGI leading the race in 193 nm lithography tools. SVGI has a new patented photoresist tool called Procell. It is a high throughput 200/300mm system. SVGI is now shipping beta units. SVGI has recently received numerous awards for customer service. SVGI has a diversified product line when compared to ASML. SVGI current revenue run rate is close to ASML. SVGI invests approximately the same amount in R & D. Why did AMD have yield problems when they started using ASML equipment ?

To: Andrew Vance who wrote (1137)	2/10/2000 7:27:00 AM
From: Qualified Opinion	Read Replies (1) \| Respond to of 1305

AV, leading technology and customer service wins I believe SVGI has recently surpassed its competitors in this regard in its leading edge technology. As I indicated, SVGI has expanded its manufacturing capacity which was their problem in the past. P.S. SVGI invests more on R & D than UTEK generates in revenue.

To: Andrew Vance who wrote (1137)	2/10/2000 9:47:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 1305

There is absolutely no way that SVGL could spread themselves thin enough to handle the ramp up. Methinks your radar is broken. How quickly did ASML ramp up? Are you implying that US management is inherently less intelligent or capable than Dutch companies? I think not. even lowly UTEK with the ISI (GCA) DUV litho systems, could take a crack at some of the business SVGL has in their targets. You mean the same company that had an utterly dismal failure in its Mix and Match strategy? The same company which has been unable to place a 2nd V2000 in 2 years? The same company whose first PGILD machine has been "coming" for the past 4 years? I guess it was only breathing hard. Quick send your radar in for a tune up. FWIW, Ian.