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Technology Stocks : Cymer (CYMI)
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To: Tulvio Durand who wrote (6111)10/23/1997 9:57:00 PM
From: Ian@SI   of 25960
 
Tulvio,

re:Hey, who spent $1 million for two DUV lasers for a non-litho application? And what are they being used for? My guess on the second question is P-GUILD, a potential $2 Billion market by the year 2000

Akins was explicit in the conference call. Specifically, he said CYMI has the lead in ArF lasers (the 193nm stuff); that 2 have been delivered to Sematech; that demonstration completion payments of $1.4M were made to CYMI. There are 2 versions of this laser. It sounded to me as if 1 was geared to SVGL's unique optics; the other for the rest of the stepper makers.

"P-GUILD" is PGILD. Projection Gas - Immersion Laser Doping. CYMI has declined UTEK's invitation at this time. However, it's nice to know that there's another large market sitting there waiting should this one become saturated or slow down.

Ian.
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