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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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930 Crossy, Aseco (ASEC) is another microcap semi-equip that looks cheap. They proDavid Rosenthal-3/21/1998
929 Hi Andrew & all, found another supplier to LRCX, AMAT, NVLS that got hit drCrossy-3/20/1998
928 Morphology is the study of the shapes of things. It's more commonly used inKatherine Derbyshire-3/20/1998
927 Andrew, thanks for Your info on ADEX. The stock isn't performing nicely aloCrossy-3/20/1998
926 Katherine May I ask what is morphology? Have a great time in Geneva! dom.semi.Volsi Mimir-3/19/1998
925 I see this as a good move on the part of ADEX and it does make them a stronger Andrew Vance-3/19/1998
924 Thank you for the update. It seems from this information provided that CYMI is Andrew Vance-3/19/1998
923 I would guess that the weak demand for Micrascans is an indicator that the custKatherine Derbyshire-3/19/1998
922 David, My WAG is that SVGI hasn't increased their run rate for MicrascaIan@SI-3/19/1998
921 Katherine and All--Intel to produce Merced chip using a .18 micron process. MerDavid Aegis-3/19/1998
920 >>Is the following link relevant to the trickier materials for gate oxideKatherine Derbyshire-3/18/1998
919 *AV* CYMI Production Capacity Final Test Bays: S.D. D. K. G.-3/17/1998
918 Andrew & all, ADE Corp is in the news again. They are merging with Phase ShCrossy-3/17/1998
917 Andrew, thanx for Your heads-up on ADEX. I really can feel with You. Anyway, beCrossy-3/16/1998
916 I have played this a few times before. Some of the equipment is used for incomiAndrew Vance-3/16/1998
915 Andrew & all, do You have any opinion about ADE Corp - ticker ADEX. Stock tCrossy-3/16/1998
914 To all it may concern, found a really nice article on the status-quo of the litCrossy-3/15/1998
913 Katherine, I'll add my welcome to SI, I hope to see your continued participTI2, TechInvestorToo-3/14/1998
912 Speaking of 911, you know the world is in trouble when this thread makes the HoJeffrey S. Mitchell-3/13/1998
911 Ian, Here's links to the last three conference calls: geocities.com BobFJB-3/13/1998
910 I believe the Japanese site may be a joint venture. It was discussed in eitherIan@SI-3/13/1998
909 I was not aware of the Japanese site but in retrospect it makes a great deal ofAndrew Vance-3/13/1998
908 Andrew, CYMI currently has at least 2 manufacturing sites: 1 in Japan andIan@SI-3/13/1998
907 Katherine, Thanks very much for your in depth and insightful analysis. SemiBuSemiBull-3/13/1998
906 Regarding SVGL, you wrote: >>"if we build it, they will come... Katherine Derbyshire-3/13/1998
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