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To: Judy Muldawer who wrote (2942)	12/18/2001 7:13:39 PM
From: Math Junkie	Respond to of 2946

You're right.

To: Judy Muldawer who wrote (2942)	12/19/2001 2:25:22 PM
From: Lafayette	Respond to of 2946

It seems strange to see anyone posting on the SVGI board since ASML acquired them in May. As part of that deal, they promised to sell Tinsley Labs to an US buyer. This happened today. See ASML post #663. For background, go to #655.

To: Judy Muldawer who wrote (2942)	12/19/2001 11:30:52 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 2946

That is true, but as you might have read, it appears that ASML is discontinuing the Micrascan. In essence, ASML is a good company that now has some additional equipment in its product offering. However, ASML share value is floundering relative to its peers like AMAT, KLAC, NVLS, etc., dragged down by the SVGI merger, IMO. I was not pleased to see ASML takeover SVGI, because it appears now that it was a strategic move on ASML's part to eliminate the Micrascan and to get a foot into the door of INTC. IMO, ASML should just have let nature take its course. The other products involved in the merger are not exactly #1 in their respective niches and might not be viewed as strategic by major investors. AV