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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (5261)	5/4/1998 10:58:00 PM
From: Fortinwit	Read Replies (3) \| Respond to of 10921

<<If the move to .18æm provides sufficient productivity gain, it could further delay the move to 300mm.>> Ian, I think your statement about sums it up! So the question then is, which equipment vendors gain the most with the move to .18æm? The first obvious answer: metrology upgrades will be in order, KLAC. I haven't been keeping up on NANO for a couple of years, perhaps they deserve a look. I'm thinking hard about ASYT and the automation vendors too. I think the bump for them really comes with 300mm, but I'm not sure enough. Again, ASYT is getting cheaper by the day (and I hate not owning any, for purely emotional reasons). I suspect (again, gut feeling) the manufacturers will short-change the back-end because of bad finances (seems like the money ALWAYS goes to the front-end first, that's where the 'happenin' process engineers hang out<g>), which is why I'm pretty pessimistic on EGLS and KLIC (holding July 20 Puts on the latter). Thoughts? F.