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Technology Stocks : Cymer (CYMI)
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To: Greg Jung who wrote (20383)12/10/1998 4:51:00 PM
From: Clarksterh  Read Replies (3) of 25960
 
Greg - The growth should be viewed as a pure upgrade of the current volume of fabs.

You must be kidding! Significantly more than 50% of factory capacity is currently at greater than 0.25u and doesn't use DUV. Additionally, this ignores the fact that as devices shrink further, more and more layers on each chip (even those already at less than 0.25u) will require DUV as some of the non-critical layers move from >0.25 to <0.25. As for the assertion that increased efficiency will offset new fab growth - maybe, maybe not. Certainly one is a negative and the other a positive, but why should they so happily cancel one another? Do you have data to base this on? In any case there are more reasons to believe in longterm growth than otherwise.

Clark
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