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

To: Sam Citron who wrote (3258)	11/2/1997 4:50:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 10921

SC, Excerpt from a recent ML SVGI report: "Tinsley is a leader in making aspheric lenses. One of the key lens components in SVG's Micrascan Stepper is an aspheric lens. ...snip..."Aspheric lenses are a key component in EUV (extreme ultraviolet) optics. EUV has potential to be a next generation stepper technology when optical steppers run out of gas. We note, however, that there are still many uncertainties about EUV and exactly what the next technology will be." I thought Fleckenstein's statement, "their business is just going to stop" was kind of extreme, but his intent was probably not that extreme. Anyway, even if their business just slows significantly, he'll probably make money on his short position. I also thought his use of the word "bulb" was odd. Regards, Teri

To: Sam Citron who wrote (3258)	11/2/1997 4:55:00 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

Sam, RE: "Yes, I think that Tinsley makes optics for Micrascan II, which uses hg arc lamp...But I believe that Cymer DUV lasers, which Cary says (@ SVGI thread) are used in Micrascan III, use Zeiss optics." You have suggested that Zeiss lenses are used in CYMI DUV lasers, and I that CYMI DUV lasers are used in Micrascan III, but these do not exclude Tinsley optics from Micrascan III. I believe there are separate optics for lasers and for the step and scan lithogrpahy tool. Cary