Anyone see the article referenced here:
September Issue of INFRASTRUCTURE Profiles Cymer, Inc., Looks At the Year 2000 Issues Affecting the Semiconductor Industry, and Reviews the Gas and Chemical Supplier Industry
DALLAS--(BUSINESS WIRE)--Sept. 24, 1998--INFRASTRUCTURE, the independent research and analyst group which provides expert information on the semiconductor, FPD and related industries, is pleased to announce that its September issue of the popular newsletter once again includes several topical discussions and featured articles that target growth areas and companies in the industry.
In the September issue, Ron Leckie, INFRASTRUCTURE's CEO, profiles excimer laser manufacturer, Cymer, Inc. (Nasdaq:CYMI). Leckie, after a visit to Cymer's San Diego facilities and meeting with management, describes the company's business, technology, strategy, market positioning, strengths and weaknesses.
He observes that, "The excimer laser market will outpace the semiconductor equipment market as a whole thanks to the semiconductor industry's adoption of DUV photolithography systems." He added that, "Cymer is the leader in this field, and, as such, faces several external and internal challenges."
External opportunities and challenges come from their customers such as ASM Lithography (Nasdaq:ASMLF), Canon, Nikon, and Silicon Valley Group (Nasdaq:SVGI); and competition is heating up from Lambda Physik, a division of Coherent, Inc. (Nasdaq:COHR), Komatsu, and Ushio of Japan.
In a special article called "A Crisis in the Year 2000?," an expert takes a specific look at the potential impact of Y2K software bugs on the semiconductor manufacturing industry. Carl Johnson, INFRASTRUCTURE's President, said, " The Year 2000 problem has not been given its due respect by many in the semiconductor industry."
He added that, "This article attempts to shed some light and factual information on the issue, and a call for the industry to do additional homework."
Included are comments related to companies such as Advanced Micro Devices (NYSE:AMD), Applied Materials (Nasdaq:AMAT), Hitachi, Tegal, Inc. (Nasdaq:TGAL), Texas Instruments (NYSE:TXN), and Silicon Valley Group (Nasdaq:SVGI).
Also in the issue is an article on the industry that supplies gases and chemicals for the semiconductor fabrication process. The companies described in this sector include Air Liquide; Air Products (NYSE:APD); ATMI, Inc. (Nasdaq:ATMI); Ashland (NYSE:ASH); BOC (NYSE:BOX); Olin (NYSE:OLN); and Praxair (NYSE:PX).
Johnson commented that, "This sector is little understood outside of the chip-making world, but the materials it provides are vital to the semiconductor industry."
About INFRASTRUCTURE
INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation. INFRASTRUCTURE publishes the monthly newsletter, "INFRASTRUCTURE," and industry-acclaimed "Daily Notes" and is the recognized leader in bringing investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries.
The "INFRASTRUCTURE" publications are available upon signing up for an annual or month-to-month subscription. Electronic subscriptions cost $375 per annum or $35 per month and include industry acclaimed "Daily Notes" and access to back issues of "INFRASTRUCTURE," "Daily Notes" and Baseline Financial reports, all available at the INFRASTRUCTURE web site.
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INFRASTRUCTURE provides consulting services and training on the semiconductor and semiconductor capital equipment industries and collaborates with VLSI Research Inc., adding analysis to "Industry Pulse," a continuously updated monthly "Data Packet" containing a quantitative review of the semiconductor industry. This monthly report includes VLSI Research, Inc's replacement index for the obsolete Semiconductor Book-to-Bill report. |
