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Technology Stocks : Cymer (CYMI)
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To: Maxwell who wrote (7710)11/1/1997 4:17:00 PM
From: GuinnessGuy  Read Replies (3) of 25960
 
Maxwell, Thanks for that info. Sure is nice to have someone who knows his stuff on the thread.

-you wrote-
"You don't need to upgrade the furnaces, implanters, or polishers. Chip makers will choose excimer steppers over UV bulb type ( I will explain in my other post later)."

Could you please clarify the part about the polishers(i.e - CMP)? I was under the impression from Mr. Sam(SpeedFam thread) that polishers were not in much use at 0.35 micron and above but became essential at ).25 micron. If my impression is/was wrong then I have certainly invested in SpeedFam for all of the wrong reasons:-(

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.

-Good Luck to All-

Craig
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