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To: LLCF who wrote (1760)	7/24/1998 10:48:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Extract from: news.semiconductoronline.com Finally, SVG announced the RVP-300 rapid vertical furnace for 300 mm wafers. The furnace, which ramps temperature up at 100øC/minute, is the first to demonstrate arsenic-doped TEOS films on 300 mm wafers. Multiple systems shipped to a major DRAM manufacturer in the first quarter of 1998. If the major DRAM maker is USA, then it would be nice to sell MU some micrascans to go along with these furnaces. ... but given that this was a 300 mm sale, I suspect it went to the Siemens-Motorola joint Venture. Does anyone know whether that pilot line was intended to be Memory, Logic or ??? ? Ian.

To: LLCF who wrote (1760)	7/28/1998 11:03:00 AM
From: FJB	Read Replies (2) \| Respond to of 2946

DAK and Ian, RE:<The 70% lithography share was a forward looking statement by Papken.> && Absolutely... this has nothing to do with current orders... he basically was saying that the litho business is the future of the company... Lehman Brothers heard the same thing I did. 75% of orders in this PAST quarter were for lithography. The mix of incoming orders tells a lot about the dynamics during the quarter. In 2Q FY 98 about 33% of revenues came from photolithography, and 67% from track and furnace products. In 3Q FY 98 75% of orders came from photolithography, and 25% from track and furnace. The falloff in demand from these segments partly reflects currency (which favors Japanese competitors), and the competitive pressure caused by attempted liquidations of a buildup in finished goods inventory by some competitors in Japan. About 17 new Micrascan units were booked into the backlog during the quarter. The total Micrascan backlog now stands at 40 systems deliverable over the next twelve months, and 26 deliverable beyond the next twelve months. Orders from Dong Bu, which had hoped to build a plant in South Korea, have been de-booked. lehman.com Bob Ref:https://www.siliconinvestor.com/readmsg.aspx?msgid=5265023