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Technology Stocks : Cymer (CYMI)

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To: GuinnessGuy who wrote (7738)	11/1/1997 4:39:00 PM
From: D.J.Smyth	of 25960

Craig, you wrote <<Also, I called Intel's investor relations and tried to find out if their Texas fab pushout meant that they will not be purchasing as much semi-equipment as before. While the gentleman couldn't come up will a figure he stated that Intel now has plans to spend more on equipment for microprocessors than they had planned just a week or so ago. It was explained that the plant which they have just bought from DEC was under-capacitized and they will be buying tools for it. Also, I asked about migration to 0.25 micron and below and he practically fell off of his chair trying to convey to me the importance that Intel attaches to this right now! As a way of proof he talked about some recent "push-ins" of equipment in order to facilitate this migration. He wouldn't elaborate on the types of steppers that they will be employing though. Of course, I didn't expect that he would either.>> thank you much for this information. we know Intel has already been using SVGI Microscan III which is supported by Cymer. only Intel employees know more. now if only those short Cymer would pay attention to what you just wrote as it should be printed on the front page of wafer news. any connections?

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