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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: Ritz who wrote (502)	11/21/1998 12:22:00 PM
From: roly	Respond to of 42393

To All, Carl Johnson's Interview techstocks.com Some clips related that could benefit ASMLF <<Q: Will many companies have to upgrade or be left behind? A: The transition the industry is going into right now is primarily to the .18 micron device feature sizes. We need to ask, "do we need new fabs in order to migrate to the new feature size?" Given the excess capacity and the fact that the industry will not be using larger wafers, it does not appear that capital spending on the equipment front will be nearly as feverish as it was during the mid 1990's when fabs were being rolled out left and right. You will need certain tools to migrate to the .18 feature size.>> Roly