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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (24276)	2/16/2000 11:29:00 AM
From: Jim DuBois	Read Replies (2) of 25960

Grove/Intel were speaking to an ecommerce group, and discussing the future. Among the comments made (as summarized by a poster on a different thread) was the following: A key cog in Intel's machinery will be its fab production -- the company currently has five fabs operating with 18-micron production equipment. By the second half of the year, another 0.18-micron fab will be up and running, and Intel said it plans to transition to a 6-layer-metal, 0.13-micron process in 18 months. So, my question is whether this will mean another upgrade in cymi products to accomplish this, or can they make this transition with the current equipment? If upgrade, how big an impact on cymi?

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