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To: Andrew Vance who wrote (15027)2/25/1998 1:25:00 PM
From: Czechsinthemail  Respond to of 25960
 
from Briefing.com:

09:28 ET Chip-Equipment Makers: In a WSJ interview, Hambrect & Quist analyst Gus Richard said now is a good time to buy the group. While expects 11% decline in sales this year, sees 25% growth over next 3-yrs. Says he likes AMAT, NVLS, LRCX, and KLAC. SoundView Financial analyst Michael O'Brien says he likes ETEC and TER.



To: Andrew Vance who wrote (15027)2/25/1998 1:33:00 PM
From: Cary Chubin  Read Replies (3) | Respond to of 25960
 
Andrew,

Being a technology zero, with a tenuous grasp of the chip making process, would you comment on this: (from the UT-Austin Sematech release)

"...And for chip companies, it means they may be able to put off for a
decade or more the need to shift to entirely new types of lithography."

This seems to imply the need for many types of upgrades may no longer exist. Help!

Cary Chubin


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