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To: FJB who wrote (1271)	11/1/1997 6:05:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 2946

LOL! I have just about decided to dump my Cymer and buy SVGI! I've emailed Carl Johnson to ask if he can clarify the situation with SVGL's production capability. Infrastructure mentioned the 200/year as SVGL's capability in a year, but did not say what kind of machines this included. I am TOTALLY confused on the issue. I am certainly not down on SVG at this point. The industry's $90MM warchest to SVG is an enormous vote of confidence and must be based on the perception that SVG is able to deliver functional Micrascan III's with DUV light source. Otherwise this makes no sense at all. There is some disenchantment with Nikon and if SVG can fill the gap, its market will grow nicely. Also, have you noticed that Japan has refused to join forces with US companies in straightening out the next-generation question? Someone over there clearly has a working electron-beam machine in the hopper, and they must think Komatsu (or someone) can build an EUV source. As we have previously speculated, the Japanese are seeking to build a top-to-bottom litho industry in country. They have, in essence, thrown down the gauntlet. Personally, I think the US is going to waste them, but they're tough. Also, I assume everyone has heard that Sematech has backed off its plan to give the green light to one or two technologies for the sub .13um technology. This is going to get really really ugly. I count at least 10 players. One in Europe (Siemens with ion beam), two in Japan (EUV and e-beam), and seven in the US (SVGI, Lucent, EUV LLC/TRW, Cymer DUV (to .10um) and EUV, Coherent, JMAR, and the syncotron XRL outfits). Obviously, there is some community of interest between a couple of them, like Cymer/Coherent and SVG. However, six or seven, of these companies/conglomerates are going to get badly burned unless Sematech succeeds in stifling the "every man for himself winner take all" scenario coming into play.