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To: Juniper who wrote (1624)4/22/1998 8:06:00 PM
From: David Aegis  Read Replies (1) | Respond to of 2946
 
Juniper and All--Intel quoted in today's Wall St. Journal On Line edition that it plans a "massive ramp-up" to get to .18 micron in 1999:

<snip> In addition, Intel will make a "massive ramp-up" to bring its 0.18 micron process up to speed in 1999, Barrett added. <snip>

SVGI stock did not react to this news. Maybe with all the equipment stocks reporting earnings today, the Wall Street analysts didn't have time to read the Journal this morning.

--David



To: Juniper who wrote (1624)4/29/1998 1:31:00 PM
From: LLCF  Read Replies (1) | Respond to of 2946
 
< It seems
reasonable, but Intel seems like it will make or break SVGL in the coming year given
the huge exposure. Add in a possible Acer order to come, and AMAT's appetite to
acquire a lithography division.>

AMAT seems to really be a natural... really suprised they havent made a move on em.

DAK


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