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

To: Carl Mays who wrote (965)4/26/1998 11:23:00 AM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 1305
 
Welcome to SI, I tend to agree with your assessment. BTW, do you believe that Nikon and ASML will allow UTEK to have a core business? It seems the big boys did a pretty good job bringing mix and match tools online in last couple of years for semiconductors? What about the head business, will Nikon, ASML leave it alone?
TIA
TI2



To: Carl Mays who wrote (965)4/27/1998 10:46:00 AM
From: Andrew Vance  Respond to of 1305
 
Thank you for your very detailed response. You make some very valid and some very serious points within your response. I will have to go back and discuss each of these concerns with my litho contacts at UTEK, MOT, NSM, Fairchild, and a few others. Much of my comments were directed to the responses I received from my SEMATECH buddies.

I am distressed to hear that the DUV systems are not more recent than what you list in your response.

What I think would be best at this juncture is take your comments as gospel and let me do my Research on this subject.

Andrew



To: Carl Mays who wrote (965)4/27/1998 11:53:00 AM
From: Andrew Vance  Read Replies (2) | Respond to of 1305
 
I cannot get it out of my head that the new lenses being produced are of much higher quality as a result of the NASA funding for the space telescope. Are you really sure they are the identical lenses and not a new generation of lenses. I really believe that SVGI and ISI have a common lens provider that has move forward.

Andrew


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