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To: Ritz who wrote (1996)	2/23/1999 8:58:00 AM
From: Ian@SI	Respond to of 2946

Ritz, thanks for the ASML article from Bloomberg. This would appear to confirm my suspicion that SVGL is about to become very busy very fast. Re the Yahoos: I no longer bother scanning those boards. There seems to be far too many opinions coming from people completely lacking any knowledge and frequently appearing to have ulteriour motives. When it comes to choosing between a material statement coming out of an officer of SVGI and an anonymous whine coming from a Yahoo, my money is on Papken. I would expect that there'll still be a short window during which the shorts could still cover without too much pain. With your estimate of capacity, SVGI is headed toward $700M Revenues; with Papken's estimate, it will be closer to $1.5B. Either estimate represents significant growth. In addition, I'd expect SVGI to get a reasonable share of the $3B that INTC intends to spend on R&D. After all there's the MS193, the unnamed Micrascan with the F2 laser; and the EUV project. FWIW, Ian.