Cymer (CYMI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Czechsinthemail who wrote (11568)	12/16/1997 8:38:00 AM
From: Maxwell	Read Replies (1) of 25960

<<.... is there enough margin in the increased yield of 0.25 micron to support major investments in new equipment at this point?>> Everything depends on the yield of the .25um 256MB DRAM wafers. If the company can achieve similar yield as the 64MB DRAM then they have dropped the cost of manufacturing by 1/4. Then everything penny spent on the .25um stuff is justified. The company that is gutsy enough to mass produce the 256MB and successful will goble the DRAM market. This is an interesting time to gamble on it because the Koreans are contemplating about future expansions. Furthermore you got to be prepared for Windows 98! Maxwell

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next