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Technology Stocks
General Lithography
An SI Board Since December 1996
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Emcee:  Andrew Vance Type:  Unmoderated
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1080 Andrew, I have mixed emotions. 1. I'm happy that the Josephson JuncIan@SI-7/19/1998
1079 Ian, you have a knack for mentioning a tidbits of information from the past thaAndrew Vance-7/19/1998
1078 Correct, I do not see any harm in waiting a while. I do not think any of these Andrew Vance-7/19/1998
1077 Andrew, Thanks for the "light Stamp" insights. I guess one couIan@SI-7/19/1998
1076 Thanks Andrew. I would be curious as to your (unstated) reasons for not invesjeffbas-7/19/1998
1075 I agree with parts of your comments. The light stamps would be good for only 10Andrew Vance-7/19/1998
1074 Andrew, note this article appearing on the ETEC thread, but of general interestjeffbas-7/19/1998
1073 TI2 & all, have You got any clue why PLAB is doing badly compared with DPMICrossy-7/17/1998
1072 I consider any company in this sector that is able to hold its own to be a soliAndrew Vance-7/16/1998
1071 The best analogy I can come up with is INTC vs IDTI vs AMD vs NSM(Cyrix) for miAndrew Vance-7/16/1998
1070 Re Cymer: A WSJ article today reported that a Cymer executive was projecting &Mason Barge-7/15/1998
1069 Andrew, Thanks for the very insightful post. I am long on SVGI, so I guess I&SemiBull-7/14/1998
1068 Without a doubt, CYMI is probably the BEST play in all of the DUV arena today. Andrew Vance-7/14/1998
1067 thanks for your comments, Andrew. In addition to UTEK, would you say that CYMIBrad Rogers-7/14/1998
1066 Very nice article. It makes a great deal of sense to me. This type of processinAndrew Vance-7/14/1998
1065 The mask making business is getting real cut throat with the 2 survivors being Andrew Vance-7/14/1998
1064 No one really knows if INTC will or will not deviate from its "carbon copyAndrew Vance-7/14/1998
1063 I believe I saw an article yesterday indicating that, contrary to recent reportInvestor2-7/14/1998
1062 I don't know the word Intel uses, but they state that they are getting awayMason Barge-7/14/1998
1061 <Intel has apparently abandoned its "identical fab" philosophy anTI2, TechInvestorToo-7/14/1998
1060 Andrew, I thought that your comment about not switching systems until it is projeffbas-7/14/1998
1059 Andrew, Regarding SVGI, I would appreciate your comments on the post exchange2SemiBull-7/14/1998
1058 Toshiba describes breakthrough in processor lithography By Anthony Cataldo TBrad Rogers-7/13/1998
1057 <i>In his most recent position at Intel Corp., Thompson managed all of thAndrew Vance-7/13/1998
1056 I'd be interested to hear comments on the Micrascan III+ -- looks like theyMason Barge-7/13/1998
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