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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (16628)	4/17/1998 1:29:00 PM
From: FJB	Read Replies (1) of 25960

Some very intersting stuff. As the rush into 64M chips is fueled by an anticipated recovery in memory prices by summer, the makers are striving for the lead in the initial race. But it remains to be seen whether 64M DRAMs can save all or even one when each maker is striving for the same brass ring. NEC, which is planning by far the largest production increase, said about 90% of its 64M products are high-speed chips that enjoy a competitive edge and are thus unlikely to suffer price drops. The high-speed DRAMs are designed for Intel Corp.'s latest line of microprocessors, to be shipped starting this summer. "Only NEC and Samsung Electronics Co. of South Korea are ready for mass production," said an NEC vice president. satellite.nikkei.co.jp Samsung was the first to use DUV in production according Cymer's 3Q CC. In Q4, they added two NEC plants to the production list. It appears DUV is most definitely a prerequisite to 64Mb DRAM mass production. So as DRAM makers move 64Mb they will require DUV tools. The whole DRAM industry is moving to 64Mb, therefore... Just affirming what we already knew, Bob

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