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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (7688)10/22/2003 8:49:17 PM
From: rhering  Read Replies (1) | Respond to of 25522
 
RE: Lithography vs Metrology Quantities

Cary,

I think this is timing related. My understanding is the lead time for lithography tools is exceptionally long ( I think greater than 6 months, something to do with making the lens). They are also needed in place earlier than capacity buys for metrology tools . Or at least this is what KLA seemed to say on their call tonight when asked about the ASML ramp.

Regards,

Roger