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To: William Nelson who wrote (1471)	3/10/1998 1:36:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 2946

Juniper and William, I'd have to agree. If companies were lining up to buy SVGL's product, it would seem to be a relatively simple matter to re-schedule the delivery of a few machines. A 25% revenue shortfall would indicate that at least one of several problems is happening: 1. Some major problem with the product preventing its production usage. 2. Competition caught up sooner than expected. 3. Surplus of lithography tools in marketplace. 4. APS-200 platform still has unresolved shortcomings. 5. Something else... It just doesn't make sense based upon what we've been told so far. Ian.