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Technology Stocks : Cymer (CYMI)

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To: DTselentis who wrote (18463)7/15/1998 1:36:00 AM
From: Elroy Jetson  Read Replies (3) of 25960
 
The last 10% of the Intel Conference Call Q & A is VERY informative.
intel.broadcast.com

Intel will produce 0.18 scale chips mid-year 1999 to avoid a need for 300 mm wafers at that time to maintain economies. This 0.18 mm equipment must be purchased by the end of this year.

It's my understanding that it takes at least 6 months for the Cymer lasers to be built into finished stepper products. I think I recall Cymer books sales when its shipped to the stepper maker. If this is all true, the Cymer lasers destined for Intel steppers had to be booked as sales prior to June 1998. .... Comments ???
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