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

To: Cary Salsberg who wrote (3205)	10/30/1997 11:59:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

Final SVG cc notes: no cc replay available re Track business: 4-6 months visability (pretty good) re industry migration to copper: Papken: use of Cu very + for industry reduce resistance expand speed expand multimedia capabilities will maintain Moore's law re importance of Bolder tech meeting: scalpel v duv v xray SVG participating has shipped xray stepper used at IBM Fishkill SVG engaged in DUV and examining scalpel 2005 impact: any decisions affect LT horizon no ST impact 300mm transition: everyone jockeying for position xition will take longer than people think accelerating xition will be costly we are working on it w/ key customers all over world but it will be slow ramp 74 people listened to cc (incl some who were not signed up) <g> SC