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Matching slides 96,741
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73,741-73,770 of 96,741
135
The slide uses a Q&A format to present expert testimony as evidence of product failure.Lasertec Corporation (6920) · Scorpion Capital
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136
Uses red circles to highlight the 'mask stage' in both diagrams as the focal point of the critique.Lasertec Corporation (6920) · Scorpion Capital
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137
Includes a technical diagram of the EUV lithography machine with annotations highlighting the mask and wafer stages.Lasertec Corporation (6920) · Scorpion Capital
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138
The slide uses a quote from a former KLA executive to validate the technical critique of Lasertec's hardware choices.Lasertec Corporation (6920) · Scorpion Capital
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139
Includes a direct quote from a former KLA executive and technical diagrams of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
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140
The slide uses quotes from a former KLA executive to build a case against the stage's design.Lasertec Corporation (6920) · Scorpion Capital
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141
This is a single-point slide used to make a strong, accusatory claim.Lasertec Corporation (6920) · Scorpion Capital
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143
The slide uses visual comparison to support a claim of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
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144
Includes a screenshot of a Lasertec press release with a red circle highlighting the 'In-house' claim.Lasertec Corporation (6920) · Scorpion Capital
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145
Uses historical citations (2013, 2016) to undermine the novelty of the subject's technology.Lasertec Corporation (6920) · Scorpion Capital
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147
The slide uses a side-by-side comparison of a patent document and a sales presentation to expose a contradiction or lack of novelty.Lasertec Corporation (6920) · Scorpion Capital
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150
The slide uses a Q&A transcript format to build a case for corporate fraud/misrepresentation.Lasertec Corporation (6920) · Scorpion Capital
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151
The slide uses a Q&A transcript format to highlight evasiveness and confirm the timeline of the technology shift.Lasertec Corporation (6920) · Scorpion Capital
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152
The slide uses a Q&A format to validate the thesis that the Urashima source is not superior to the Ushio source.Lasertec Corporation (6920) · Scorpion Capital
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153
The slide uses a Q&A format to present expert testimony.Lasertec Corporation (6920) · Scorpion Capital
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154
The slide highlights the poor performance of the Urashima source by citing a field engineer's direct testimony.Lasertec Corporation (6920) · Scorpion Capital
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155
The slide uses a Q&A format to highlight technical failures in Urashima's EUV light source.Lasertec Corporation (6920) · Scorpion Capital
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156
The slide uses a direct quote to undermine the credibility of the company's technical claims by referencing past failures.Lasertec Corporation (6920) · Scorpion Capital
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157
The slide uses Q&A transcripts to build a narrative of technical failure and corporate obfuscation.Lasertec Corporation (6920) · Scorpion Capital
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160
The slide acts as a 'villain critique' by highlighting the technical gap between the incumbent (Lasertec) and the requirements of the new technology (High NA EUV).Lasertec Corporation (6920) · Scorpion Capital
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161
The slide uses quotes from Zeiss executives and technical specs to establish a 'moat' argument.Lasertec Corporation (6920) · Scorpion Capital
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162
The slide uses a Q&A transcript format to build credibility for the claim.Lasertec Corporation (6920) · Scorpion Capital
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168
This slide serves as a direct attack on the company's market positioning and investor perception.Lasertec Corporation (6920) · Scorpion Capital
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174
The slide uses direct quotes from an industry expert to undermine the credibility of Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
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175
Contains two distinct expert quotes regarding technical challenges and backlog delivery issues.Lasertec Corporation (6920) · Scorpion Capital
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181
Activist-style quote slide with bolded/highlighted excerpts emphasizing customer dissatisfaction. Source line: 'Scorpion Capital consultation calls with experts'. Page number 181 visible bottom right.Lasertec Corporation (6920) · Scorpion Capital
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182
The slide uses screenshots of academic papers from 2013 and 2016 to prove the technology is not new.Lasertec Corporation (6920) · Scorpion Capital
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184
The slide uses two pieces of evidence (a patent and a sales presentation) to argue that a competitor's product is not new and was likely previously evaluated and rejected.Lasertec Corporation (6920) · Scorpion Capital
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185
The slide uses strong, emotive language ('struggling', 'exasperated', 'furious', 'painful', 'stupid') to frame the company's product performance as a critical failure.Lasertec Corporation (6920) · Scorpion Capital
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186
The slide uses a Q&A format to validate the thesis that Lasertec's tools are failing to meet customer needs regarding pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
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