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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (12034)12/30/1997 9:18:00 PM
From: James Word  Read Replies (2) of 25960
 
RE Intel "The transition to .25 microns at Intel is accelerating by 3-6 months the major battle in 1998 will be Intels transition to .25 Micron P2 Slot 1 Chips vs. AMD's .25 micron K6 Socket 7 Chips Both of these gargantuans will need to pass through the bottleneck CYMI and pay the appropriate toll. Those that don't immediately move forward will wither and dieon the vine."

Not true, at least in Intel's case. They are using SVGL's Micrascan II-QML (Quater Micron Lamp) system. No excimer laser requred to do
0.25um on this machine. I just spent the holidays with a photo engineer working on the 0.25um Pentium II process so this comes straight from the horses mouth.

AMD may be another story.

James Word
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