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Technology Stocks : Cymer (CYMI)
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To: Starlight who wrote (17319)5/4/1998 11:13:00 AM
From: Katherine Derbyshire  Read Replies (2) of 25960
 
>>Yes, I know that SAL is an X-ray stepper company and their newsletter would be
slanted towards the benefits of X-ray.<<

You know that and I know that. Other readers of the thread might not.

>>I don't know which
technology will win out or which will ultimately be the best. I imagine it will
depend on which technological problems are solved first - and at the most
"reasonable" costs.<<

As it always does. I do think though that when trying to pick winners it helps to factor in industry perceptions of which solution is desirable, because the industry as a whole is willing to spend a lot of money to bring about the "desirable" outcome. If 100 engineers are trying to make x-ray feasible, but 1000 engineers are trying to make 193 nm feasible, my money's on 193 nm. (Both numbers are random, but you get the point.)

Katherine
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