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Technology Stocks : Cymer (CYMI)

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To: Noneyet who wrote (4838)	10/9/1997 7:34:00 PM
From: Gary Hoyer	of 25960

The move to 300mm will be the "biggest transition in industrial history" according to Stanley Myers, president of SEMI. The transition to 300mm hasn't been discussed much on this thread but it should have a very positive impact on Cymer. These 300mm lines are going to require all new equipment regardless of whether they're for a .35 process, .25 or whatever. My point is that if <.1 is next generation lithography and is 10 years away then between now and then there will be a massive shift to 300mm which means, you guessed it, boat loads of new lithography equipment that can handle the new wafer size. The following article made me extremely bullish on the whole semi equipment industry over the next 5 years: www8.zdnet.com 20 years ago I worked as a technician at the Burroughs Corp. (remember them?) fab in Rancho Bernardo operating a Varian Ion Implanter and an Applied Materials Epi-Reactor. I stayed away from lithography tasks because it involved too much microscope work. Cymer didn't exist, there was no need, our process was 1.5 microns on 100mm wafers in a class 10000 cleanroom. So I'm no expert, in fact my experience in ancient, but I'll tell you this it was hands-down the most fun 3 years I ever had. Leaving illusion heading for reality, Gary.

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