Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (1699)	6/28/1998 5:12:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Katherine, Thanks. Is it reasonable to conclude that SVGI's key advantage is most scanners in production today and the longest successful track record? If so, these advantages may be more than offset by its extremely small customer base for photolithography. ??? Hopefully, Track and Thermco will open a few doors for the SVGL sales people. Ian. P.S. In case it wasn't already obvious, I'm long SVGI. :(

To: Katherine Derbyshire who wrote (1699)	6/28/1998 9:33:00 PM
From: LLCF	Read Replies (1) \| Respond to of 2946

<The biggest technical problems with scanners seem to be with vibration control and synchronization between the mask and the wafer. Those are engineering problems that can probably be solved without infringing SVGL patents.> I have absolutely no expertise but thought I remembered someone saying that the SVGI machines have less vibration due to some sort patented offsetting moving parts and therefore a key advantage they had. I have heard nothing of this since and assume its bull based on what your saying. Thank you for the enlightenment. The way business looks in this sector right now at least potential SVGI customers no longer have to worry about SVGI being able to deliver machines! hahahaha DAK