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

To: Zeev Hed who wrote (9893)	11/17/1997 2:39:00 AM
From: michael ferran	Read Replies (1) \| Respond to of 25960

Good post Zeev. Notice how each of the scenarios while not specifically-alludes to the need to UPGRADE in the face of cutbacks to keep up with competition. Cymer benefits from either scenario. DUV is a vital transition just to keep up, much less lead the market or gain market share.

To: Zeev Hed who wrote (9893)	11/17/1997 3:57:00 AM
From: BillyG	Respond to of 25960

Nice link Zeev. Here's an article on a .25 production line in Korea (old purchase of semi equipment)................... japanbiztech.com Korea's Anam to Operate 0.25-micron DSP Lines November 17, 1997 (TOKYO) -- Anam Industrial Co. Ltd. of Korea, a leading IC assembly maker, in December will begin mass producing digital signal processors designed by Texas Instruments Inc. of the United States. The line uses 0.25 micron meter process and can process 25,000 200mm wafers/month at maximum capacity. Construction of the first production line started in 1996. The line uses the standard mechanical interface clean technology method and line-automation for wafer carriage. Anam expects to start supplying its ICs to TI, with which it has a technological tie-up. (Nikkei Microdevices)