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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (18805)7/27/1998 10:44:00 PM
From: FJB  Read Replies (1) of 25960
 
*0.18 production can happen without PSMs, but OPC will most likely be used
*Masks will not be a bottleneck to 0.18 production
*KrF is the acknowledged path to 0.18 production
*An analyst named Wu, said something to the effect of >>I hear the Komatsu lasers DON'T WORK SO GOOD<< :-)
*ArF shipments comprise about 5% to 8% of shipments in any given quarter for Cymer
*Cymer employs parallel design teams
*Still looking for excimer laser talent
*Claim to have 65% of the world's brain power in excimer lasers
*Their LT-investments are Munis
*Headcount is 806

That's all I can make of my chicken scratch.
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