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To: Maya who wrote (1352)	12/10/1997 12:48:00 PM
From: David Aegis	Read Replies (1) \| Respond to of 2946

Maya--As an SVGI bull, I will say that this announcement is very positive. It indicates that the Micrascan III works well in the sort of advanced applications that are generating equipment orders in this otherwise DRAM-depressed equipment environment. The bears will say, however, that SVGI is getting desperate to make positive news announcements since it is making such a big deal about a small follow-up order. The bears seem in control this morning... --David

To: Maya who wrote (1352)	12/10/1997 10:57:00 PM
From: Duane L. Olson	Respond to of 2946

Maya, Great post! Do you happen to know if this order for SVG equipment was for LSI's new Gresham, OR plant?. I've been putting together some tidbits about Gresham.. Here we have SVG providing sub-.25 micron equipment.. Earlier, DPMI started up a new facility at Gresham, in facilities leased from LSI, to provide Photomask technology potentially down to .10 micron (that's two generations out); DPMI has demonstrated a capability, with Lucent, of handling features down to .08 micron, in the lab. So, SVG is in good company if all this is tying together, IMHO.. They appear to be working with companies who are getting ahead of the power curve -- and that should mean more sales downstream.. Just musing.. Thanks again for the post. dlo