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Technology Stocks : Cymer (CYMI)
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To: James Word who wrote (12611)1/14/1998 10:36:00 PM
From: FJB  Read Replies (3) of 25960
 
James,

RE: how soon?

One of the clues I've been using for determining the use of excimer lasers is the production ramp of 64Mb DRAM. Without a true 0.25um process, the die size of a 64Mb is around 200mm&#176. They pretty much have to use DUV for volume production. That being said, here are some numbers for the 64Mb ramp.
satellite.nikkei.co.jp

What are the flaws with this simplistic analysis James?

Bob
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