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

To: Mason Barge who wrote (7388)	10/30/1997 7:28:00 PM
From: D.J.Smyth	Respond to of 25960

so, Mason, you still own this puppy, or did you sell in the higher $20s. there is certainly a dearth of information from Cymer regarding their contracts. it would behove them to release public comments regarding their comments, if for no other reason than to strengthen long term shareholder ties, if they still exist.

To: Mason Barge who wrote (7388)	10/30/1997 7:50:00 PM
From: Patient Engineer	Read Replies (1) \| Respond to of 25960

Mason, Re:"Intel and Sun, like a lot of others, are currently developing fabrication lines designed to make chips with etches down to .25um." Sun uses TI to fab their processors. TI does not use excimer lasers to achieve .25 micron. Their volumes are low enough that they can take the lower throughput of their mercury lamp systems. Likewise my impression is that Intel is using older i-line systems for now. I think Yousef said as much some time ago. Cymer says that Samsung is the only company using their system in production. I suspect their 700MHz Alpha chip was done with this system.

To: Mason Barge who wrote (7388)	10/30/1997 7:55:00 PM
From: mauser96	Respond to of 25960

The reason for using smaller line size has just as much to do with cost as it does performance. It's not too hard to make a fast chip, and not too hard to make a cheap chip....the trick is to do both at the same time. For instance, using today's technonoly DEC is able to make a very fast chip, the Alpha. However they can't make it a anywhere close to the cost of Intel's chips and guess who sells more. Since chips have 2 main dimensions , width and depth, the reduction in size is roughly the square of the difference in line size. Smaller chips mean more per wafer, and since many of the costs of the wafer don't vary a lot with the size, this means less cost per chip.This continues to be true even though the new equipment costs more.Cost is also just as important to buyers as to manufacturers or we would all be using some super computer. An analogy might be found in the boat field. Boats have 3 main dimensions and a 40 foot boat costs vastly more than twice the cost of a 20 foot boat. We are likely to see widespread use of sizes below 0.35 micron well before widespread use of 300 mm wafers. CYKI stock price performance sure has been anemic lately. I don't think we should blame the management. For some reason Wall Street doesn't like our stock now, and maybe the price performance is telling the bulls that something is wrong with the company. On the other hand, maybe it's just out of favor for no rational reason whatsoever. If Cymer can continue to deliverv increased earnings, the price of the stock will eventually reflect this.