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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (9902)	6/5/2001 11:03:18 PM
From: Daniel	Respond to of 10921

> There will be some additional defect and process issues, for example I expect > etching out a 45 degree corner cleanly is more difficult than etching out a 90 > degree corner, but I wouldn't expect to see any significant retooling. Actually, I would expect the reverse, expecting odd angles to more likely to be 135 degrees than 45 degrees. Daniel

To: Katherine Derbyshire who wrote (9902)	6/6/2001 12:11:47 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 10921

Katherine, thanks for the reply. I've read your posts for a long time and don't think that I told you how much I respect your opinions (semicap or otherwise). Simplex has doubled in less than 3 days on the basis of this news. It's been tough figuring out the value of their technology. Given that AMAT is a major supporter of X Architecture, I am surprised that there is not much retooling involved. What would be in it for them? I understand DPMI's motives better. regards, Sun Tzu