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To: Duker who wrote (2055)4/6/1999 11:14:00 AM
From: Duker  Respond to of 2946
 
Q: Quantify the market in Taiwan?

Pap: ... Micrascan III+ (or x) ... customers are using at .15M production ... Taiwan wants to get there ... more and more companies are using foundries ... a very important market ... we are not a major player there ...

Q: .18M tools been speced in already?

Pap: No ... ASML dominates Taiwan ... all the companies have not decided on .18M ... TSM has already decided ... but not all ...

Q: 15 new orders ... any 193's?

Russ: NO.

Q: MSIII+ problems related to the lenses?

Russ: Basically a production ramp issue ... stage ... optics ... metrology ... blah ... blah ... blah ... have not lost the recipie on lenses ...

Q: Europe?

Russ: Litho was US Centric ... Do not know Euro orders ... could be some wins outside the US in the Furnace business

[These things are hard to build. --Duker]

Q: Any 193's in backlog?

Russ: maybe 5.

--Duker