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Technology Stocks : Cymer (CYMI)

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To: j t jackson who wrote (20678)1/22/1999 7:35:00 AM
From: orkrious  Read Replies (1) of 25960
 
Also re ASMLF, interesting post on the MU thread.

Message 7415268

Did you see the latest from ASLM? They stated Samsung and Hyundai are buying a lot of the new /5000 DUV steppers while Micron is "slowly" upgrading (in Italy). Wonder about the rumor that the Korean's had no money for upgrades.

Nice to see that Samsung is now shipping 1 million parts per month and that Hyundai's cycle time, in Korea is <45 days. Looks like by June of 99 Hyundai will increase shipments by 100% with their new generation of die; fully loaded fabs in Korean (both 6& 7) and it will be in Eugene by March 1.Competion is getting fierce.
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