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

To: Melkon Khosrovian who wrote (9930)	11/17/1997 3:20:00 PM
From: Christopher Adams	Read Replies (1) \| Respond to of 25960

MAX, CURLY et al. Please respond to X-ray litho development. IBMs announcement in WSJ today would appear to have an impact on us. Is this technology announcement ahead of forecasts?

To: Melkon Khosrovian who wrote (9930)	11/17/1997 4:41:00 PM
From: Don Edgerton	Read Replies (2) \| Respond to of 25960

News release says new plant will be operational "late 1999". I too wonder about the X-ray. That news may havwe been the damper on CYMI. Who will make the x-ray? Does IBM do it in hosue. Unaware of anyone else that fatr along on X-ray. But I'm only an onlooker. Every point helps. In the mean time, I don't beleive DUV orders will dry up whie the Industry awaits x-ray. If so, a lot of missed opportunities. Don

To: Melkon Khosrovian who wrote (9930)	11/17/1997 4:46:00 PM
From: Starlight	Read Replies (1) \| Respond to of 25960

Melkon - I have been talking about X-ray litho. for some time now, and I've mentioned that IBM has a big stake in its future, but most people here are in "denial" of that fact. Besides -- don't think that IBM is the only company going the X-ray route. Besides, JMAR, there are others that will follow. Will it impact CYMI? You be the judge. No one wants to believe me. Betty

To: Melkon Khosrovian who wrote (9930)	11/18/1997 2:22:00 PM
From: Tulvio Durand	Respond to of 25960

There might be other responses, but I posted one on this thread, #9438, reprinted below: You might ask: What chip-production technology do you consider to be the best contender for sub-.18 production, and when do you think this could be a threat to Cymer? Betty, I asked Akins almost the very same question. His answer (paraphrase) -- DUV litho is capable down to 0.1 micron (by year 2006) and even possibly 0.07 micron using ArF laser. Soft x-ray XRL will succeed DUV litho, but probably not before year 2009. Cymer and others are working on XRL, but Cymer is using an unique, non laser, approach to generating the soft x rays which involves the rapid discharge of a stored electrical charge. Tulvio