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To: FJB who wrote (1290)	11/4/1997 1:21:00 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 2946

Robert, RE:" I'm wondering if a three month cycle time is possible for step and scan machines. This doesn't seem like a realistic goal to me considering they now take over 40 weeks to build." I had the same thoughts! From David's posts, I'm starting to think it takes 40-50 weeks for the whole cycle, but only part of that time is in the bays (testing??). If the bays have been the bottleneck, then 50 bays with 13 weeks in a bay allows a 200 unit annual capacity if there is plant space and labor for the other 27 weeks of the cycle. Cary

To: FJB who wrote (1290)	11/4/1997 2:54:00 PM
From: David Aegis	Read Replies (2) \| Respond to of 2946

Bob, SVGI is going to present at the Prudential Tech conference in New York on November 12th. Although I am not planning to attend, I will forward these questions to Milind Bedekar, the Prudential Semi-Equip analyst. Maybe someone else on the thread has an account at Prudential and would be able to attend the presentation. Otherwise, I hope to get some clarification from Milind next Wednesday. BTW, Wall Street analysts have a pretty poor reputation on the Silicon Investor threads, but I think Milind has consistently provided fair, honest and insightful commentary on SVGI and the semi-equip group. --David