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To: Ian@SI who wrote (1677)6/15/1998 6:36:00 PM
From: Scott Maxwell  Respond to of 2946
 
Load the boat (toot! toot!)
-- the darling (ASMLF) has been humbled while SVGI was already at rock-bottom prices -- sentiment is as low as it gets. People probably will have several good boat-loading opportunities over the next quarter, but this one is pretty good. Expect a lift to all markets soon on some governmental gestures re: Japan.




To: Ian@SI who wrote (1677)6/16/1998 10:53:00 AM
From: LLCF  Read Replies (2) | Respond to of 2946
 
<Another story I saw this morning (I think in the WSJ) indicated that ASMLF is still trying to develop a production capable "step and scan" system. To me that indicates that SVGI is still in the running for any Fab lines being prepared for .25um and below production.>

I was always curious about other companies "production tools" as they were all claiming to have step and scan yet not really selling any. Any idea how big SVGI's lead is?

DAK