Duane, << expensive DPMI photo masks >>
Especially in fields like DRAMS, microprocessors, etc, where 1 mask
set can be used for very large scale volume production, no problem
with cost. The industry is headed in this direction anyway. Even
companies like TI that built DRAMS, modem chips, filters, video and
sound, ane now integrating these, rather than selling the shorter
life cycle individual chips. Their DSP c6x, discussed in depth on
their home site web page is an example.
I know you current investors want the stock bull run to continue,
and to my displeasure it may. Remember, I'm looking for an entry.
Counting on a short lived market correction. Is the posted P/E of
about 11 or so correct? I'm going to spend some time today on the fundamentals of this stock. It could do like most winners, and never
dip.
On 193 nm down to .13u. I've been told the same thing. .25 pitch
which comes out at >.125, very close. I've also been told CYMI is
doing some very impressive work with their DUV, suggesting maybe
there's more to go. I'll see what I can find out. BTW, I left out
CYMI off my buy list. They will move directly with the Semi industry,
leading it slightly, as their sales supersede the semis. Got to have
that equipment in place 1st!
Larry |
