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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Brad Rogers who wrote (839)	3/3/1998 3:36:00 PM
From: GuinnessGuy	Respond to of 1305

Brad or Anyone, RE:"The OAW heads are fabricated through a combination of micro-machining, planar wafer processing and precision alignment of optical components. " On the surface this new technology sounds like it will need to have some of the technology of the CMP companies. I know that SFAM has the thin film disk media business as maybe 20% of its revenues. Question: Will these newfangled disks discussed in the article require the degree of planarazation(sp?) that is required in the semi wafer biz(more or less)? If so, might this just be one more of a reason to hold either IPEC or SFAM? Heck, maybe SFAM or IPEC could become a buyout target for one of the big DD related companies if their technology becomes a key ingredient. Am I reaching here? TIA. Long SFAM...Craig