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To: Starlight who wrote (17301)	5/2/1998 12:35:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

248nm scanners can be used from 0.25 to 0.15. 193nm scanners can be used from 0.13 to possibly 0.07. So where does all this leave the half-dozen advanced lithography technologies like X-ray and e-beam? MIT's Rothschild questioned whether they would even be needed for semiconductor production now. If lithography ultimately gives out at feature sizes below 0.05 micron, as many researchers expect it to, then a revolutionary new process would have to be developed. As for the final 0.05- micron chip generation on the Semiconductor Industry Association's current new technology roadmap, Rothschild doubted that any of the existing non-optical tools in development would be deployed for just one generation. techweb.cmp.com

To: Starlight who wrote (17301)	5/2/1998 12:42:00 PM
From: Shakush	Read Replies (1) \| Respond to of 25960

Here's a different Asian capex experience and outlook. Promis makes fab process control software but the story is relevant. Some excerpts from an article quoting the CFO in the 5/1 Toronto Globe & Mail, unfortunately not available online. 1st qtr earnings up 128% on 25% revenue increase 43% of 97 revenue was from Asia 80% of current Asian revenue from Taiwan "We happen to be in the right marketplace and that market is booming right now "Foundry sector (not just Taiwan software segment) is expected to grow 30% this year "The Taiwanese view the problems in other parts of Asia as an opportunity to gobble up market share. "They have some very aggressive manufacturing plans over the next 5 years. biz.yahoo.com promis.com The stock trades very thin at about 5$ US in Toronto. I believe they plan to list on NSD but I can't confirm this. I'm not hyping the stock though I do own it. I bought it last fall primarily because of an association with PRIA and positioning for 300 mm fabs. Figured it was a reasonable way to diversify within the sector.