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To: Andrew Vance who wrote (823)	3/2/1998 9:04:00 PM
From: Crossy	Respond to of 1305

Andrew, wow - that was an analysis. This and many others by You and some other knowledgeable people help rookies like me understand this industry - at least bit by bit. I know I'm somewhat slow unlike people from the trade of Liftho - but I'm trying to improve <G>. Anyway, the activities of the semi equip industry often read like those spy vs. spy stories. Fun, entertaining, to "Total World Domination". That's what those Bond movies are made of.. <G> Regarding NANO, sorry but a merger with Thermawave is not what I meant (would make sense indeed). I looked it up and they recently acquired assets & rights of a company called "optical specialties": biz.yahoo.com. I know that NANO has an edge in 300mm wafer, since they were the pioneer in this wafer size. With my post I simply wanted to draw attention to 2 further metrology companies: NANO and Thermawave. The NANO article might have some clue in it pointing to the PSM mask (my guesS) because it states that the transaction covers technology designes to "... measure the critical dimensions and overlay registration". I could be mixing things up but if I'm right ?? Funny that You cite AGAI. Last Year I owned their stock and rode it from 4.75 to 7.25. Now its' down at 4.5 level again. I learnt that AMAT stole the RTP market. But AGAI has a new tool designed at 0.18 micron and 300mm wafers, partnered up with ASYT and this toolset should feature 1/3 of the typical cost of ownership associated with AMATs products. I learnt that AGAI is particularly strong in Japan. Moreover many people cite LRCX & NVLS as companies interested in AGAI because of their nonexposure in the RTP segment. best wishes and thanks for all Your contributions at SI CROSSY