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

To: Maxwell who wrote (9581)	11/14/1997 1:03:00 AM
From: Taylor Caruthers	Read Replies (1) \| Respond to of 25960

Very embarassed to add my 15,000 shares that were bought at the high's. ($92.00). Guess what, those shares turned into 30,000 shares that are now at $19 or so. This was all done of course on margin. I have never averaged down on CYMI either. So as you can surmise, I have a substantial loss in this stock. I wish I had sold many times, but hung on hoping this Dog would turn. Looking for a miracle here, the Hail Mary, Doug Flutie. By the way, DLJ put out positive comments today on the Semi-Conductor equipment stocks. The Jist was they were way oversold and pouded the table to buy them here at these levels. They mentioned CYMI as one of their favorites and reiterated the $33 price target they have for CYMI.

To: Maxwell who wrote (9581)	11/14/1997 6:15:00 AM
From: BillyG	Respond to of 25960

Step and scan tools used in Korea, and details of the $40 million SVGL order............................ Any comments on the last paragraph?............ techweb.cmp.com A service of Semiconductor Business News, CMP Media Inc. Story posted at noon EST/9 a.m. PST, 11/13/97 Korea's Dongbu to use SVG litho tools SEOUL -- The Dongbu Group, the latest South Korean chaebol planning to build a new DRAM fab, has placed a multiple order for Micrascan-III step-and-scan production tools from SVG Lithography of Wilton, Conn., according to industry sources. Dongbu is the chip maker that SVGL declined to identify in its Oct. 30 announcement of a $40 million order from a Korean chip manufacturer, the sources said. SVGL officials in the United States declined to comment on the report. The SVGL Micrascan-III system is a natural choice for Dongbu, which reportedly is paying IBM Corp. up to $250 million for technology and assistance in helping the chaebol enter the 64- and 256-Mbit DRAM market. As part of the agreement, Dongbu will sell all of its DRAM output to IBM during the first year of production, which is expected to being in 1999 (see Nov. 6 story). IBM Microelectronics uses SVGL lithography tools to make critical layers for its own DRAM production. A Micrascan system was also used to develop the 256-Mbit DRAM in the alliance of IBM, Toshiba Corp. and Siemens AG. SVGL said the three other Korean chip makers -- Samsung, Hyundai and LG Semicon -- have installed its Micrascan systems in their development fabs. So far the three firms haven't followed up with any production orders. Samsung split its lithography order between Nikon Corp. and ASM Lithography for its latest fab in Austin, Tex. Samsung has also put $10 million up-front payment in the special project at Massachusetts Institute of Technology to develop a 193-nanometer excimer laser deep UV tool using the SVGL step-and-scan platform, as previously reported by Semiconductor Business News. Three other U.S. chip makers and a second unidentified Korean firm also partners in the 193-nm project.

To: Maxwell who wrote (9581)	11/15/1997 6:59:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Maxwell: Thanks for the explanation on copper. One question, if you do not plan to overlay the metallization layer, why whould you polish back. Inprinciple, the electroplating should occur only on the CVD copper and nnot on the insulating oxide. Furthermore, there is a well developed technology of electroless copper plating (where you activate the site where you want deposition, or in this case, the trenches) and I am wondering why electroless plating is not used. Zeev