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

To: Douglas V. Fant who wrote (3392)	11/12/1997 9:41:00 AM
From: Sam Citron	Read Replies (2) \| Respond to of 10921

Doug, Thanks. Carl sounds pretty upbeat, especially on PRIA and TER. I do not wish to dwell on the negative, but what did you make of this?: 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. techweb.com Any idea whose steppers these were and what the problem is? SC