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

To: orkrious who wrote (24345)	2/27/2000 1:24:00 AM
From: Apple12	Respond to of 25960

If things turn out as hoped and forecasted, all this does is give us folks another chance. I sold CYMI at 30 and made a bit of a profit after 2 years. I am back in at 57 and hoping to make up for the early sale. So CYMI take your time get your legs back and lets try for a $70 run into earnings!

To: orkrious who wrote (24345)	2/28/2000 8:42:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Jay, just for the record, I am back in CYMI at $52. I still believe we will see $85 this year. However, we should start and pay attention to the DRAM situation again, the catastrophic decline in DRAMs led to the last retrenchment in SC and a repeat could occur this time around. DRam are back near the $4 level bottom and the problem seems to be that the supply is growing faster than the demand. We may eventually have a similar situation in the CPU business (with INTC building like there is no tomorrow and VIA joining the CPU fray). Thus my old target of $85 is not just this year high, but a high for the next few years. I, fo one will probably be out before it reaches $85m, but that will depend on the SOX next leg up' momentum. Are you playing the new craze in superconductors? CDTS, SCON and ISCO (which I know not why) are frolicking, but even forgotten issue like PATSE have done 3000% in one day before retreating to "only 1000 %". Good luck out there. Zeev

To: orkrious who wrote (24345)	2/29/2000 1:58:00 PM
From: FJB	Respond to of 25960

"(In upgrading production lines) we have little equipment to replace on the back-end, except for the Rambus lines, which need several pieces of testing equipment on the back-end,' Ji-Soo said. "We have to replace most of the major steppers on the front-end, if we are to upgrade DRAM lines.' This means Hyundai will have to buy a lot of steppers, each worth $6 million. electronicnews.com

To: orkrious who wrote (24345)	3/3/2000 4:00:00 PM
From: FJB	Read Replies (3) \| Respond to of 25960

Next-generation litho approaches questioned By Will Wade EE Times (03/02/00, 8:19 p.m. EST) SANTA CLARA, Calif.?While several major programs continue to plunge investments into developing next-generation lithography technology, clever modifications are keeping the current optical litho approach viable. And with some recent lab efforts using optical equipment to produce chips with linewidths as small as 0.05 microns, some analysts are questioning whether any of the next-generation lithography technology will ever be used in a high-volume fab. "There are lots of technologies that can be used to extend optical lithography," said Klaus Rinnen, principal analyst for Dataquest (San Jose). "It is our feeling that next-generation lithography as we know it?including electron beam, X-ray, and EUV?is not likely to become prevalent in mainstream silicon semiconductor manufacturing." ... In the end, the decision on which technology to implement will be based both on cost and technical capabilities. "The technology that is most extendible has the highest chance to be implemented into mainstream manufacturing," said Rinnen. "But price will be an important factor." And if the claims of ASML and NumeriTech?that their OPC and phase shifting technology can scale well below 0.10 microns?can be relied upon, that will allow optical to go head-to-head with both electron beam and EUV systems. "The industry needs a safety net, a variety of technologies to ensure that the most cost-effective approach is used in manufacturing," Rinnen said. "If one of the next-generation approaches become cost-effective, including the cost to change the manufacturing infrastructure, it could become a mainstream technology. But at this time we believe that optical lithography will take silicon semiconductor manufacturing to its end game." eet.com