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

To: Gary Hoyer who wrote (7198)	10/29/1997 5:43:00 PM
From: BillyG	Read Replies (1) \| Respond to of 25960

NEC is making .28 micron 16M SDRAM -- the smallest die size yet. Companies know they need .25 micron equipment to make money............ techweb.cmp.com A service of Semiconductor Business News, CMP Media Inc. Story posted at 2 p.m. EDT/11 a.m PDT, 10/29/97 NEC claims smallest 16-Mbit DRAM die TOKYO -- NEC Corp. this week fought back against Micron Technology Inc. by shrinking its 16-Mbit synchronous DRAM to a smaller 30 square millimeter size, enabling the Japanese chip maker to cut costs and raise profit margins on a lower price SDRAMs. NEC leapfrogged Micron by using 0.28-micron process technology to achieve what the firm claimed is the world's smallest die size 16-Mbit DRAM. Micron used a 0.35-micron process earlier this year to shrink its DRAM die to cut prices aggressively and still gain 41% profit margins. Micron is shifting to 0.3-micron production technology for even further die shrinks, but this still is slightly larger than NEC's latest 0.28-micron feature size. NEC is sampling its new 30-sq.-mm DRAM and expects to be in production early next year. The NEC lead in the shrink race may be short-lived. Major DRAM producers are rushing to launch 0.25-micron production lines, which could yield even larger numbers of smaller DRAM die sizes early next year. Separately NEC is developing a chip scale package (CSP) DRAM version for the growing hand-held PC and wireless communication markets. CSP is increasingly being used for flash memory ICs, but NEC is one of the first firms extending the new ultra-small package to DRAMs.

To: Gary Hoyer who wrote (7198)	10/29/1997 6:50:00 PM
From: LzzrdKing	Read Replies (3) \| Respond to of 25960

It's true, CYMI is damaged goods, and is looking for a bottom. Notice how it is closing at or near the lows? I flipped my shares from yesterday for 2 1/4 today at the open, but was wondering if anyone knows what the contents of the first call story today was. the stock gapped up for a reason, not sure what it was. From the powerful open, I was thinking that MSCO upgraded it, but I doubt it. One poster mentioned all the hold ratings are ominous. I think he is wrong. They will like CYMI again soon, especially if CYMI needs to do some investment banking of any sort. Do you think CYMI still has a relationship with Morgan Stanley after MSCO so rudely cut them last month?