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Technology Stocks : Cymer (CYMI)

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To: Maxwell who wrote (11564)	12/15/1997 4:47:00 PM
From: Czechsinthemail	Read Replies (4) of 25960

Maxwell, Thanks for the informative post on critical layers. One question that keeps coming up for me, particularly around DRAM, is the economics of 0.25 micron tools. Since we seem to be in an environment of weak DRAM prices, is there enough margin in the increased yield of 0.25 micron to support major investments in new equipment at this point? Much of the discussion swirling around the Korean companies seems to hinge around whether they can't afford the 0.25 equipment or whether they can't afford not to afford it. I'd appreciate any information you or others could contribute regarding the economies of 0.25 production, since I think that it is important in trying to get a sense of what marginal decisions to purchase or defer purchase semi companies are likely to make. Thanks, Baird

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