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

To: Mason Barge who wrote (9966)	11/18/1997 12:18:00 AM
From: Shakush	Respond to of 25960

11/17 OI put/call ratios and other stuff We seem to still have a confident seller of Nov 20 calls. OI Put / Call Ratio Date Close Nov17.5 Nov20 Nov22.5 Nov25 Nov27.5 Feb27.5 7-Nov 21.75 6.00 0.37 0.34 0.42 0.71 0.46 10-Nov 20.69 6.00 0.31 0.33 0.40 0.71 0.48 11-Nov 19.69 4.57 0.31 0.32 0.40 0.71 0.50 12-Nov 17.88 4.40 0.31 0.33 0.40 0.43 2.15 13-Nov 18.75 4.58 0.28 0.31 0.38 0.43 2.11 14-Nov 20.75 3.26 0.27 0.31 0.38 0.43 1.30 15-Nov 22.38 3.34 0.24 0.31 0.38 0.42 1.30 Nov17.5P Vol OI Chg 11-Nov 19.69 34 174 12-Nov 17.88 142 176 2 13-Nov 18.75 68 284 108 14-Nov 20.75 14 284 0 15-Nov 22.38 0 284 0 16-Nov 0 Nov20C Vol OI Chg 11-Nov 19.69 43 1593 12-Nov 17.88 143 1613 20 13-Nov 18.75 71 1655 42 14-Nov 20.75 335 1688 33 15-Nov 22.38 78 1882 194 16-Nov ? 188K short Nov22.5C Vol OI Chg 11-Nov 19.69 83 1985 12-Nov 17.88 118 1988 3 13-Nov 18.75 25 1997 9 14-Nov 20.75 90 1972 -25 15-Nov 22.38 115 1963 -9 16-Nov ? Nov25C Vol OI Chg 11-Nov 19.69 90 3646 12-Nov 17.88 52 3650 4 13-Nov 18.75 0 3614 -36 14-Nov 20.75 8 3614 0 15-Nov 22.38 189.00 3612 -2 16-Nov ? Nov27.5P Vol OI Chg 11-Nov 19.69 809 1613 12-Nov 17.88 0 983 -630 13-Nov 18.75 21 983 0 14-Nov 20.75 9 962 -21 15-Nov 22.38 5 654 -8 16-Nov ?

To: Mason Barge who wrote (9966)	11/18/1997 12:33:00 AM
From: Starlight	Read Replies (2) \| Respond to of 25960

Mason - IBM has been using a synchrotron for years in its developmental XRL work. They will NOT be ordering Cymer lasers -- the synchrotron is the light source. There are X-ray steppers available from SAL for manufacturing. Canon, NTT/Nikon, and SVGL also make X-ray steppers. (I got this stepper information from the SAL newsletter, Vol.2, No. 6 1997.) Betty xraylitho.com Evidently you don't remember the letter the SAL engineers sent me which I posted here and you criticized -- you know -- the engineers who didn't know what they were talking about . . .

To: Mason Barge who wrote (9966)	11/18/1997 1:02:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Mason, RE: upcoming IBM fab They may start out with optical lithography and end up doing X-ray(or just X-ray from the beginning). They can afford to experiment given their size, the endorsement is meaningless. IBM is becoming less relevant as a semi-manufacturer. IBM can afford to buy back $16 billion in stock, but is tenth or lower in capital spending. This spending pattern would indicate that they do not plan to be a major player in fabrication at some point. Should be interesting to see what equipment they install once the shell is built. They plan on starting at 0.18 drawn feature sizes, so DUV would be the safe economic bet for first process. Bob biz.yahoo.com techweb.cmp.com