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

To: Ian@SI who wrote (900)	3/12/1998 5:24:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 1305

Ian, I take it then that you are unimpressed with SVGI's 2 other divisions. If memory serves me correct, SVGI's peak during the previous cycle was something like $37/share. Did that price take into account SVGL or was that achieved solely by their other 2 divisions? Also, when you say SVGI is toast if they SVGL is unsuccessful, what is your metric for "success" beyond the obvious "make money"? Make 150 MS/year? 200 MS/year? Do you believe they will be able to sell all they make? Also, is it true that ASMLF currently has a stepper/scanner for 1/4 micron that competes directly heads on with SVGI? Thanks in advance for your spin on these questions. I'm not going to unload at this time, so the question is do I sit tight or buy more if and when it gets close to book value - which is somewhere in the low to mid-teens if my memory serves me correctly. SemiBull