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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: David Aegis who wrote (2396)	4/28/1998 11:50:00 AM
From: Carl Mays	Read Replies (1) \| Respond to of 3696

Lucent owns the intellectual property associated with SCALPEL. ISI signed a 3 year agreement which expires in Dec. 1999 to market and sell tools based on this technology. Lucent also subcontracted with ISI to build a prototype tool. To date there have been no sales and little accomplished in making the prototype. Lucent is actively working with one of the big three(Nikon, Canon and ASML) to further the development. Of primary importance to Lucent is that the developer(s) have the capability and resources to bring this technology into commercial application and therefore generate significant license fees and royalties. As to ISI's installed base - these systems are currently being replaced by reduction steppers from the big three: DEC-ASML, AMD-ASML, Cypress-ASML, Motorola-Canon, TI-Nikon/Canon, IBM-Nikon, Hyundai-Nikon. This process has been going on for the last 10 years. Ultratech does not replace the reduction steppers but have been effectively used in mix and match applications at selected locations. A more common occurrence is that Ultratech systems are replaced with reduction steppers. The real success for Ultratech has been their focus on the niche markets particularly TFH.