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To: Gary Hoyer who wrote (12141)	12/30/1997 7:49:00 PM
From: FJB	Respond to of 25960

Just a reminder of the supply/demand environment with respect to DUV steppers as it was in October. I want to caution everyone that we don't plan to use that capacity to its full extent in 1998, and remind everyone that one of our customers recently told us that, in their opinion, the demand by chipmakers for Deep-UV tools in 1998 would be approximately 700 systems, and in the same breath said he doubted that the industry would have an industry-wide capacity to meet all of those requests. Message 2550096 Bob