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

To: Bruce Dorval who wrote (5787)	10/22/1997 11:54:00 PM
From: Andrew Vargas	Read Replies (1) \| Respond to of 25960

Bruce, I am curious about the part that was left out : [Paragraph on the problem of inadequate throughput and the possible consequence of loosing market share to ASMLF] since I am a holder of ASMLF...which has been very strong. Could tell me where to access this letter...or can you possible post that portion. I've read that ASM Lithography's competitors are SVGI, Nikon and Konkia. I own shares of CYMI, UTEK, and ASMLF. Thanks, Andrew

To: Bruce Dorval who wrote (5787)	10/22/1997 11:55:00 PM
From: FJB	Read Replies (3) \| Respond to of 25960

Thanks for the report. I can only wonder what the truth is. Cymer and Nikon totally contradicted that report, so I wonder who Goto's sources were. Why is ASML winning Cymer-based DUV stepper orders at an unprecedented rate? Why have we not heard of the same problems in conjunction with ASML? Could it be that Nikon has a problem? What about Canon and SVGL? Bob

To: Bruce Dorval who wrote (5787)	10/23/1997 12:12:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 25960

Bruce <<Though Cyner and Nikon are refusing any public comments as the what the problems are, there appear to be multiple problems with the Cymer laser that is used in Nikon's steppers, including possible gas leaks. >> Cymer denied such a problem (gas leaks) were possible with their lasers and explained in some detail why this was highly improbable.

To: Bruce Dorval who wrote (5787)	10/23/1997 12:42:00 AM
From: Reseller	Read Replies (1) \| Respond to of 25960

>>Though Cyner and Nikon are refusing any public comments as the what the problems are, there appear to be multiple problems with the Cymer laser that is used in Nikon's steppers, including possible gas leaks.<< These reports draw conclusions that Cymer lasers are negatively impacting Nikon Corp.'s ability to ship DUV steppers to chip makers. Such conclusions are not supported by Cymer or Nikon. ''Nikon is concerned by the recent reports and disputes the suggestion that Cymer's product or performance is limiting our DUV stepper and scanner ramp-up,'' said Teruo Shimamura, managing director of Nikon's IC and LCD Equipment Business Headquarters. ''There are no technical problems in Cymer's lasers that are keeping Nikon from shipping DUV steppers. Our lithography tools using Cymer excimer lasers have been successfully installed in many chip-maker production lines and are in use for the production of advanced integrated circuits.'' ''We take our responsibility as the market leader very seriously,'' stated Robert Akins, Cymer's chief executive officer and president. ''As we have previously announced, we began a continuous improvement program (CIP) in the first quarter of this year. ''The ongoing objective of the CIP program is to improve our product's mean-time-between-failure (MTBF) performance and reduce its cost of ownership (COO).'' I quess tomorrow will tell. Reseller

To: Bruce Dorval who wrote (5787)	10/23/1997 3:14:00 AM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 25960

INFO FROM JAPAN RE CYMER AND NIKON: Let me first state that I am long Cymer to the tune of 40% of my portfolio, and that I am not trying to sway the price in any way. Now, I visited the President of a Japanese equipment manufacturer today, and during our conversation I asked him about Cymer. He told me that he had heard that Nikon is having trouble with their Cymer lasers, and that it is seriously causing trouble for Nikon. Nikon may therefore be considering switching to local lasers (Komatsu). Let me state here that this info may well be innacurate or outdated. But I think it does go to show that people within the Japanese equipment industry are talking somewhat about these "rumors" of trouble with Cymer's lasers. I think it would be very good if someone close to Nikon or a customer of theirs (Specialist, Andrew Vance, Yousef, Maxwell, Mason: please help!) could talk to people in Nikon about the true nature of their relationship with Cymer and the current situation of the problems. As a Cymer investor I take this as a serious long term issue, and I hope that we on this thread can band together to find out the truth of the current situation. Looking forward to everyone's serious feedback (and hopefully proactive investigative actions) and not any posts dismissing this as more "trickery by the shorts." Hoping for a good report tomorrow... THC