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Technology Stocks : Cymer (CYMI)
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To: Tulvio Durand who wrote (17228)4/29/1998 3:32:00 PM
From: Sid Stuart  Read Replies (2) of 25960
 
>Masks' insufficient availability being the factor that
>limits 0.18 micron fab implementation would seem to make
>DPMI more attractive than CYMI as an investment. Meanwhile,
>masks are still needed for older DUV and i-line.
>Moreover I'm told that the cost of 0.25 micron DUV mask is
>4X that of i-line, and lasts a fraction as long as i-line mask. >Also Cymer's Orion laser will fire twice as
>many pulses per unit time, possibly reducing mask's life
>even more. Thus it would seem that mask revenues will climb >exponentially as more fabs shift to DUV.

Yes, the above just supports my original statement (which you questioned) that the article I posted was worrisome for Cymer.

Sid
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