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To: TI2, TechInvestorToo who wrote (1429)	2/9/1998 12:12:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

Lithography represents about 30% of the Semi Equipment market by $ volume. This sector is shared by about 5 companies for all practical purposes. In the past, SVGI sold nearly every Scanner it could build to NA's leading chipmakers. Leadtimes exceeded a year. It didn't have any tools to sell to other areas of the world. Do you have some reasons to ignore a large and rapidly growing segment of the semi equipment market? SVGI has a significant technology lead relative to its chief competitors. Its drawback was that it could only produce 10 tools/Q though that's now up to 15 and increasing by about 2 tools per quarter. By next year, SVGL intends to produce 50 Scanners/Quarter. These have ASPs in excess of $7M although SVGI used $5M in its guidance to analysts last week. They're on a growth path toward a $2.5B company by 2001. If you have a list of companies with better prospects, please share. Ian.