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

To: Qualified Opinion who wrote (1150)	2/10/2000 7:03:00 PM
From: Qualified Opinion	Read Replies (2) \| Respond to of 1305

The industry seems to be leaning towards EUV then X-RAY for next generation lithography. Sematech is leaning towards EUV because of its higher throughput. Even though Scalpel has a lower mask cost, it probably will not be enough to offset a lower throughput.

To: Qualified Opinion who wrote (1150)	2/10/2000 9:13:00 PM
From: Qualified Opinion	Respond to of 1305

Clarify, UTEK is in direct competition with ASML not SVGI. UTEK and ASML produce steppers. SVGI produces step-and-scan lithography tools not steppers. The semiconductor industry is moving to step-and-scan lithography tools and away from steppers. AV,to avoid your comment, ASML also produces step-and-scan lithography tools.

To: Qualified Opinion who wrote (1150)	2/11/2000 2:56:00 AM
From: Artslaw	Read Replies (1) \| Respond to of 1305

ASML received its funding help from Philips Electronics Well, that's a little different from Sematech, don't you think? Sematech was, until very recently, about 50% government protectionist dole. Philips is private industry, with a good business reason to fund ASML--they own a minority stake. However, I agree with the point that it doesn't really matter where the funding comes from, so long as the stock does well. :p Steve