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Technology Stocks : Cymer (CYMI)

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To: Mason Barge who wrote (11555)	12/15/1997 4:17:00 PM
From: John Chalker	Read Replies (1) of 25960

Mason, Your points are well taken, especially regarding the financing for Korean fabs. A good indicator to watch will be the decision, to be made shortly, by Hyundai regarding the completion of phase II for their fab in Scotland. Initial physical construction of the fab is almost complete. Now they must decide whether to order the chip making tools. This plant was budgeted at $3 billion, with almost a billion already spent. It's supposed to be a 64 Mb DRAM fab. What would you do?? Push forward or walk away from a billion dollar investment? Interesting. Chalks

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