Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Starlight who wrote (9970)	11/18/1997 11:50:00 AM
From: mauser96	Read Replies (2) of 25960

Considering the cost of the new IBM fab., it's likely that it is somewhere between a pilot project and full mass production. I doubt if IBM expects great early results since they are trying 2 new technologies at one time (x ray and copper ), another indication that this is really a trial project.They are going to build DRAM, not projects critical to their business plan. It seems to me that of the alternate technologies (ion beam, electron beam, x-ray) that x-ray is the worst candidate because it lacks a charge, and thus can't be focused. As the wavelegth shrinks deeper into the UVL part of the electromagnetic spectrum, it will run into the same problem as x rays, a lens tends to absorb the beam rather than bend (focus)it. However in the case of deep UVL this problem is possibly solvable by using mirrors rather than lenses. So far industry leaders have not been able to come to a consensus about what will replace UVL, and/or when this will happen. Your guess is as good as mine. I don't think anyone can be sure at this early stage. I do appreciate your input. The price action on CYMI recently indicates that the market doesn't have a high opinion of the outlook for Cymer.

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