SI
SI
discoversearch

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 : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (1264)11/1/1997 9:52:00 AM
From: Mason Barge  Read Replies (2) | Respond to of 2946
 
I have read the Nikon earnings report, and if I am not mistaken, they are having some serious engineering problems with their current generations litho tools. This may be why SVG is getting so much positive feeling from buyers right now, i.e. the industry is getting more confident in their ability to deliver Micrascan III's in the quantity and time frame promised. This development deal for the Micrascan IV speaks volumes on the subject. A lot of managers must be getting somewhat leery of Nikon after the delivery delays last quarter.

SVGI is eating Nikon's lunch right this minute, best I can tell.