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To: David Aegis who wrote (921)3/19/1998 11:41:00 AM
From: Ian@SI  Respond to of 1305
 
David,

My WAG is that SVGI hasn't increased their run rate for Micrascan production. It sounds like they've stalled at about 15 machines a quarter.

Given that they've publicly announced a target of 50/quarter by yearend, it's quite possible that a call to IR might give us the answer.

Ian.



To: David Aegis who wrote (921)3/19/1998 2:48:00 PM
From: Katherine Derbyshire  Read Replies (3) | Respond to of 1305
 
I would guess that the weak demand for Micrascans is an indicator that the customers are buying from someone else. Certainly *someone* is selling a whole bunch of 0.25 and 0.18 micron tools. My guesses for the someone else would be ASML and Nikon, in roughly that order.

Katherine


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