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To: Howard M. Newstadt who wrote (1915)	1/5/1999 4:47:00 PM
From: Ram Seetharaman	Respond to of 2946

LRCX, KLAC and other Semi equipment makers were upgraded to a buy today, 1-5-99 by Wall Street analysts! The fever caught on to this dog SVGI too! I think this sector should see a 40 % increase by end of 1999!

To: Howard M. Newstadt who wrote (1915)	1/5/1999 6:00:00 PM
From: Ian@SI	Respond to of 2946

I put in a market order for 0.5M shares... Ian. <I wish>

To: Howard M. Newstadt who wrote (1915)	1/5/1999 9:38:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 2946

Howard, Another view, in case you don't think my market order was the sole cause. ;-) Ian. 0.18µm focus in '99: semibiznews.com Article is also copied at: Message 7122224 (Thanks Bob, it's easier than going to the other guy's site.) And an extract from the article. ... In lithography, demand for DUV systems has been so great that Silicon Valley Group Inc. (SVG) has decided to sell tools only for 0.25-micron feature sizes and below, said Papken S. Der Torossian, chairman and CEO of the San Jose company. "There is simply not enough capacity to do 0.18 micron. Probably no more than 10 companies worldwide can now produce [with] that technology," he said. "But in 1999 and 2000 you will see an acceleration to step-and-scan deep-UV [here]."