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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14641)	1/13/1998 9:29:00 PM
From: Taby	Read Replies (1) \| Respond to of 70976

Bullish on AMAT because: I believe Asian countreies can not afford NOT to buy capital equipment. As production costs go down, they need even more capital equipment to both stay competitive and boost exports. If there is any delay it would be tempoprary and short lived if some companies need to line up their credits.

To: Proud_Infidel who wrote (14641)	1/13/1998 9:41:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

* OT * Brian: You should be ashamed of yourself introducing the likes of crossposters to this forum. This is a family friendly thread. Hold on a second... my slip is riding up on me. ;o)

To: Proud_Infidel who wrote (14641)	1/14/1998 2:13:00 AM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 70976

Could you clarify your comment, "A sleeper is the step and scan lead that UTEK has as others try to overcome numberous development problems with synchronizing the wafer stage and reticle movements." I am aware of NINOY, ASMLF, and the Grandaddy of scanning SVGI (more than 10 years at 4x reduction, even longer at 1x), I am unaware of UTEK being a sleeper in this technology. Please explain. Thanks TI2 PS I expect CANNY has a 4x step and scanner now, is this true?