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To: LLCF who wrote (1730)7/7/1998 2:41:00 PM
From: FJB  Respond to of 2946
 
DAK,

Sounds like Canon has a nice system there, but so what. What we need is an industry recovery, so the stock moves up. That's all I care about these days...

Bob



To: LLCF who wrote (1730)7/8/1998 11:26:00 AM
From: David Aegis  Respond to of 2946
 
Canon expects to sell 200 of its new .18 u scanners in its first year with an average selling price of 830 million yen (which works out to about $5.9 million at current exchange rates). I guess SVGL can make money selling Micrascans at those prices, but competition is here. And it's a bit odd that Canon is already at a 200 machine/year run rate while SVGL's capacity remains uncertain and unlikely to be challenged by such large orders any time in the near future. The Canon news was excerpted from the following post:

exchange2000.com

TOKYO, July 6 (Reuters) - Canon Inc said on Monday it would start shipments in October of the world's
first 0.18 micron excimer laser scanning stepper for mass output of semiconductor chips. The new stepper,
capable of etching semiconductor circuits finer than 0.18 micron, is designed for volume production of
next-generation 256-megabit dynamic random access memory (DRAM) chips and microprocessors on
either 200 mm or 300 mm wafers, Canon said in a statement.

Steppers currently used by chip makers other than for research and developmental uses have 0.25 to 0.20
micron line widths and make chips on 200 mm wafers, a company spokesman said. Canon aims to sell 200
units of the new stepper in the first year of sales, the company statement said. The stepper's base price will
be 830 million yen, it said.