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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (12609)1/14/1998 9:52:00 PM
From: James Word  Read Replies (5) of 25960
 
To All: RE: Usage of Cymer by major Semi manufacturers

This whole discussion about Intel and Cymer brought back a point that
has been nagging me for awhile. Remember during the last earnings
announcement Cymer stated that only Samsung is using its equipment in
production? I don't know about the rest of you, but I will be
looking for further comment on that point almost as much as the
earnings report. I hope they comment further.

By now there should be more companies into 0.25um. AMD is getting
into it, with limited success. I know they are big ASML customers,
and they in turn are Cymer customers. TI and Moto are big Canon
customers, and Canon is also a Cymer customer. DUV needs to get
out of the R&D labs soon (witness AMD announcement of 0.25um process
shipping only from R&D fab). Basically, in the near future, everyone
will be a BIG Cymer customer, the question is how soon.

James Word
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