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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (20273)	11/26/1998 2:23:00 PM
From: FJB	Read Replies (1) of 25960

Happy Thanksgiving to all. May the future bring many new steppers for every fab and a Cymer laser for every stepper. Yes, Happy Thanksgiving! There WILL be many new steppers shipped in the future. It is only a matter of time. Samsung, a bleeding edge DRAM company, is still only at 25% sub-0.25&#181m capacity according to this article. There is much room for growth still. Besides reducing debt, selling off operations can give Korean chip firms a cash infusion needed to modernize DRAM operations, said Dan Hutcheson, president of VLSI Research. "They've got to invest in state-of-the-art production capacity," he said, estimating that Samsung has converted only about 25 percent of its capacity to quarter-micron. sumnet.com Bob

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