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

To: Analog Kid who wrote (7844)	11/2/1997 5:08:00 PM
From: James Connolly	Respond to of 25960

Analog kid, I think Cymer has in fact 100% market share at the moment. Also I think DUV lasers will be used for longer than 3-5 years perhaps 5-8. Regards JC. PS. Great summary !!!! (what do you think of ASND at current prices).

To: Analog Kid who wrote (7844)	11/2/1997 5:34:00 PM
From: D.J.Smyth	Respond to of 25960

analog point number 12 <<12. Below .13u X-ray lithography is required, but there are many complications to implementing this technology (quantum effects), so for the next several years >> a company working with Cymer has already shown DUV to be viable down to .099mu using Cymer's lasers. these were tests performed in the lab only. the name of the company is in an earlier post or conversation with Angus posted sometime toward the end of September, i'd find it, but am too busy right now. maybe someone knows the name of the company offhand. x-ray and EUV have potential for .01mu if they could create a stable, small enough reticle the development of which is at least ten years off according to Cymer. Akins believes that Cymers lasers will easily be in production for the next 15 to 18 years which is probable that Cymer will be profitable well beyond the next 3 to 4 years. one still must wonder why the stock price is falling as it is.

To: Analog Kid who wrote (7844)	11/2/1997 6:32:00 PM
From: Joey the MD	Read Replies (2) \| Respond to of 25960

Scientific American: Solid State Century. Page 76 Analog Kid: On the latest edition (Special Issue) of Scientific American page 74-79 (Title: Toward "Point One"), the whole Lithography, DUV, soft x-ray etc. issues are discussed in detail. Page 75 present compelling reasons that DUV has limitations but the alternatives are still far into its infancy with no adequate, acceptable solution until some breakthroughs are achieved in the technical hurdles. Page 76 shows an excellent table (which hopefully answers your question about DUV and it's "edge" in time, technology and wide-spread use). Allow me to summarize for those who haven't seen the issue yet: Lithography Development in the US: Ultraviolet Light (0.365-micron wavelength) R & D: 1993 to 1999 Ultraviolet light (0.248 and 0.365 micron) Pilot : 1993 to late 1995 Production: 1995 to 2003 Ultraviolet light (0.248 micron) R & D: 1993 to 1995 Pilot: 1995 to 1997 Production: 1997 to 2006 Deep Ultraviolet Light: (0.913 and 0.248 micron), X-RAY R & D: 1995 to 1997 Pilot: 1997 to 2001 Production: 2000 to 2008 DUV (0.193 micron), x-ray, electron beam, soft-x-ray R & D: 1997to 2001 Pilot: 2000 to 2003 Production: 2003 to 2010 x-ray, electron beam, soft-x-ray R & D: 2001 to 2003 Pilot: 2003 to 2007 Production: 2007 and beyond ============================================== I am not sure if some of the info offered above is redundant to some previous postings , so my apologies in advance if they are... Also, the article in the Scientific American Special Issue above discusses DUV's competitor technologies which, to a layman and investor like me, helps a lot. My gist on the article: CYMI's technology is just in the right time and the right place for the cycle. As everyone hasbeen saying on this thread, CYMI looks like it's in a unique and advantageous position vis-a-vis the rest of the industry. OFF-Topic: Thanks to all in the thread for very useful information about CYMI. Maxwell, thank you very much. I believe that if there was SI in the late 70's and early 80's, the threads and discussion among various topics (financials and technicals) here would look similar to what would have been discussed in an imaginary SI group in the 70's and early 80's discussing about a small company called Intel. Regards. Joey