RE: 0.02 mu Technology and Low PE of Cymi Stock
Wolverine, Thanks for your link and your question (how this impact Cymi). You bet, if this technology is a viable and feasible choice even after 4 years, Cymi's stock will have to be traded in a low PE. This is a huge cloud hanging over the head of Cymi.
But like many others, I did not find much information from the Mercury News Article. Is this technology a Ion Beam ?
Technical people on this thread need to step up the investigation a little more, and see if any can find more about this technology. We now know X-ray is not good due to mask problems, solid state laser is not good due to weakness in power, E beam is not good due to weakness and low WPH output.
How about this new technology (ion-beam) ? Is this a legitimate claim ? The articles say they may be too early that other technology may not be ready, but if this technology is good, I bet fabs will love to buy tools that can last many years without upgrade. So I would turn to think more seriously about this threat.
The key is whether this so called new technology, supported by the Japanese government, is indeed a good technology. I personally believe this kind of news is vitally important fundamental information regarding the share price of Cymi stock.
More help and comments are needed and appreciated. |