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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (23429)	10/31/1999 9:26:00 PM
From: Ian@SI	Respond to of 25960

(I didn't have easy access to SIA's roadmap, can someone help?) Does this help? May 5, 1999 #12 SIA's 1998 Technology Roadmap Update Now Available San Jose - The Semiconductor Industry Association's (SIA) International Technology Roadmap for Semiconductors: 1998 Update, is now available at itrs.net. The information is an update to the SIA's 1997 National Technology Roadmap for Semiconductors: Technology Needs. The update consists solely of revised tables which reflect the latest information from the industry. The update maintains the three year technology cycle, but eliminates the 150 nm technology node, thereby shortening the time needed to arrive at 130 nm generation in 2001. "This is the successful start of the international effort to produce a global roadmap, which will culminate in the 1999 Edition of the Roadmap," said SIA President George Scalise. The 1999 edition will contain a full revision reflecting technology needs to continue the historic productivity increases of the semiconductor industry. This publication is sponsored by the Semiconductor Industry Association (SIA) in cooperation with the European electronic Component Manufacturers Association (EECA), the Electronics Industries Association of Japan (EIAJ), the Korea Semiconductor Industry Association (KSIA), the Taiwan Semiconductor Industry Association (TSIA) and with the support of SEMATECH and the Semiconductor Research Corporation (SRC). The 1998 Updated Roadmap is available at itrs.net. as an on-line printable file. The SIA is the leading voice for the semiconductor industry and has represented U.S. - based manufacturers since 1977. SIA member companies comprise more than 90 percent of US based semiconductor production. Collectively, the chip industry employs a domestic workforce of 276,000 people.

To: orkrious who wrote (23429)	10/31/1999 9:56:00 PM
From: TI2, TechInvestorToo	Respond to of 25960

<access to sia roadmap> Check SIA site at www.semichips.org For practical purposes, 248nm exposure will carry the torch to 130nm design rules including all layers until 2001 when 193 nm exposure processes are expected to mature. 248nm will continue on non critical levels of designs below 130nm after that. Enjoy TI2

To: orkrious who wrote (23429)	10/31/1999 10:16:00 PM
From: cluka	Respond to of 25960

0149 GMT - Nikon Corp up 40 yen or 1.61 percent at 2,520. The manufacturer of cameras and semiconductor-related equipment announced on Friday it expected to return to profit on a parent current basis in the year to end-March 2000, forecasting a profit of 6.5 billion yen compared with a loss of 9.62 billion yen in the year-ago period. biz.yahoo.com

To: orkrious who wrote (23429)	11/1/1999 9:00:00 AM
From: ScotMcI	Respond to of 25960

The way I interpret Didier's remarks is that the total market for the 248 nm lasers will reach 6-7K. If we remove the 1K already out there, that's 5-6K left to go. Assigning Cymer an 80% market share as a 'best guess', that would mean 4-4.8K lasers to be sold by Cymer. I think Didier said that the 6-7K would occur over the lifespan of 248 nm. This could be quite long, if he's counting the migration of non-critical layers to this geometry. I wonder what's involved in participating in the conference call? I think our members could come up with more astute questions than some of the twits I hear. Maybe we should all kick in ten bucks and form an investment bank so that our 'analyst' can get included.