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Technology Stocks : Cymer (CYMI)

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To: S. Wallace Slough who wrote (18244)	6/23/1998 6:41:00 PM
From: MtnMan	of 25960

BOISE, Idaho -- Micron Technology Inc. intends to leapfrog from 0.30-and 0.35-micron processing directly to 0.21-micron wafers at the former Texas Instruments DRAM fabs involved in the pending $800 million acquisition of TI's DRAM operations, Micron's chairman, Steve Appleton, said in an interview today. He told Semiconductor Business News that as soon as the deal is completed in September, Micron will start installing deep-ultraviolet (DUV) processing at the TI fab at Avessano, Italy, and at the joint-venture fabs that TI divested: with Kobe Steel in Japan and with Hewlett-Packard and Canon Inc. in Singapore. He said he expected the upgrade conversions to take about a year. GREAT! so how much of this is "NEW" money for Cymer, or is this just working off inventory of the stepper mfgs? A big juicy 'new' contract would go well about now... -Neal

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