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Technology Stocks : Cymer (CYMI)

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To: Ian@SI who wrote (6252)10/26/1997 12:05:00 PM
From: nycnpbbkr  Read Replies (2) of 25960
 
This whole internet stuff has just been an experiment to me and recently I don't like the way it going. I can tell when someone is credible and I believed you were. Now I don't know what to think. Believe it or not good stockbrokers really get alot of good information and I try and pass it on. Now it seems like I better keep my proprietary Wall Street information gather to paying clients.
<<Ken;
I've read the postings that the HP inkjet print head comment
stimulated. Sorry that it caused such a heated argument with Ian
Stromberg. He's very emotionally as well as monetarily invested in
Ultratech (UTEK) and is assuming that this comment might have an impact on Ultratech's marketing of it's (1x- stepper) lithography tool which is apparently currently being used for inkjet print head manufacture. I don't think he knows about the optical principals involved. Aside from the fact that I have direct knowledge that Cymer lasers are being used (and this may be in R&D versus production which was stated in the first post) it's a extremely reasonable assumption. So reasonable that if you walked into a room of optical engineers/physicists or even class of physics undergrads and asked them how they'd make these print heads
they'd ALL come up with the same responses. One of which would be to use a laser to ablate the holes as mentioned. It has great promise for lower cost manufacturing, greater precision, and process simplification than using the process they use now. The only reason that keeps manufacturers from using lasers in this manner in the first place was just that the physics of the ablation has not been well understood. A long story but breifly you just impart so much energy in a small area of the metal you desire to punch a hole in that the material essentially vaporizes. From a physics standpoint alot is going on in the short interval of time to the effect that the optical energy can get spread out and affect the shape of the resulting hole. Once this physics is better understood there will be far more applications for using precise lasers for micromachining. It's a market that will be huge in the future and is just now in its infancy. This implication was quickly apparent to Tim Bagely (of HP). I can tell he knows about this stuff.>>
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