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To: Bob Doyle who wrote (144)	11/10/1997 7:39:00 PM
From: craig crawford	Respond to of 582

NEC Has Yet To Commit To $1B Fab techweb.com "Newspapers in Japan said NEC would build the new U.S. plant and use 0.22-micron processes to make 64-megabit and 128-megabit DRAMs."

To: Bob Doyle who wrote (144)	11/10/1997 7:45:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 582

Chip Gear Companies Upbeat Despite Asia Woes techweb.com Not everything we heard was bullish during our travels. One of our goals during the AEA Conference was to assess the status of DUV lithography. Although DUV stepper shipments appear to be growing nicely, many device manufacturers have expressed that this transition is much more difficult than originally anticipated. One analyst told us DUV steppers purchased by one semiconductor company were "printing nice circles." Ultimately, these problems will be resolved, but for now, we would caution investors about the near-term prospects.