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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (12609)	1/16/1998 12:32:00 PM
From: Wayne	Read Replies (4) of 25960

>>Intel is the exception to the rule. As far as I know, Micrascan II+s are the only i-line steppers good for 0.25 photolithography. SVGI has <5% market share in steppers. Thus, 95% of the market uses excimer lasers to acheive 0.25æm resolutions. Intel will be using excimer lasers for their 0.18 process(to begin ramping in '99).<< This discussion of Intel being able to use Hg for .25 production rather than DUV does raise a fairly serious concern for me. Until recently I was under the impression that DUV was required for .25 features. (probably because I wasn't paying attention) I was wondering why the other manufacturers will opt for DUV light sources instead of going the way of Intel? Doesn't the change to DUV require a lot more change of process and new technologies to be successful? If Intel isn't going to switch till .18 why aren't we at least a year away from Cymer's market sweet spot? Isn't going with the Micrascan II a lower risk strategy and if so how many are likely to go that direction? I've been wondering if these kinds of questions are the real reason behind our recent weakness.

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