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To: Katherine Derbyshire who wrote (7608)1/26/1999 4:39:00 PM
From: Mark Oliver  Respond to of 10921
 
Some positive moves in the Equipment group today with K&S doing very well. Do you think this is due to their earnings, or Intel's investment in Samsung?

techstocks.com

Regards,

Mark



To: Katherine Derbyshire who wrote (7608)1/26/1999 11:20:00 PM
From: Jim Oravetz  Respond to of 10921
 
Lucent, Applied Materials, ASM Lithography In Devt Deal
Dow Jones Newswires

MURRAY HILL, N.J. -- Lucent Technologies Inc. (LU), Applied Materials Inc. (AMAT) and ASM Lithography Holding NV (ASMLF) plan to collaborate on Scalpel electron beam lithography technology.

In a press release Monday, Lucent said the technology, invented in 1989 by Bell Labs, uses an electron beam source instead of a light source to pattern semiconductor chips.

Lucent said it believes Scalpel technology will allow the migration of chip technology to 50-nanometer applications, compared with the 250-nanometer features currently available on most transistors.

Applied Materials supplies wafer fabrication systems.ASM Lithography supplies wafer steppers and step-and-scan systems.




To: Katherine Derbyshire who wrote (7608)2/1/1999 9:25:00 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 10921
 
Katherine:

What percentage of worldwide capex purchases are represented by Japanese chip makers? I have heard enough over the past few weeks to suggest that the Japanese have not shown any signs of capex life and that this could slow any recovery in this sector.

TIA