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To: molemania who wrote (1367)12/16/1997 10:55:00 AM
From: LLCF  Respond to of 2946
 
IMO there has been a lot of buzz around about the move to sub .25u being delayed... check out ASMLF as well. Also perhaps people bottom fishing with the "blue chips" only. I see AMAT, KLAC, etc acting the best. They seem to have some "quality premium".

And make no mistake...check out the volume. There is a seller the size of Manhatten out there "whacking bids". Just one guy wanting out? Someone know something? HHhhhmmmm you have to wonder.

DAK



To: molemania who wrote (1367)12/16/1997 11:16:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 2946
 
Dave,

No, I'm unaware of any specific news.

In my mind, SVGI's potential is based upon its Lithography unit ramping up capacity to 200 units annually before the end of 98.

If that happens, we'll be well rewarded. If not, c'est la vie.

Ian