Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Numerical Technologies(NMTC): -- Ignore unavailable to you. Want to Upgrade?

To: Bhag Karamchandani who wrote (1)	4/11/2000 1:12:00 PM
From: Sam Citron	Respond to of 10

From 424B1 (Final Prospectus) p. 38 "Competition The semiconductor industry is highly competitive and characterized by rapidly changing design and process technologies. The market for phase shifting and OPC solutions is rapidly evolving and we expect competition to continue to increase. We face direct competition from other providers of phase shifting, OPC and manufacturing data preparation solutions, including Avant! and Mentor Graphics. We also compete with companies that have developed or have the ability to develop their own proprietary phase shifting and OPC enabling solutions, such as IBM. Many of these companies are larger than we are, have greater financial or other resources than we do and therefore can withstand adverse market or economic conditions more readily than we can. We may also face competition from alternatives to current photolithography systems. In addition, commercially viable manufacturing processes that provide alternatives to our subwavelength solution may be developed in the future by existing or potential competitors. We believe that the principal competitive factors in our market include technology viability, product availability, performance, reliability, functionality, cost and customer service. We believe we compete favorably with respect to each of these factors." freeedgar.com also note: "on March 14, 2000, ASML MaskTools, Inc. filed a complaint alleging we infringe two U.S. patents and have committed unfair or fraudulent business practice under the California Business and Professions Code. We are currently investigating the patents and allegations." (p.11) So ASM Lithography belongs on the competitive landscape as well.