Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bookdon who wrote (10002)	11/18/1997 1:01:00 PM
From: Mr. Aloha	Respond to of 25960

The market is taking a breather, very low volume. HWP is holding it's ground after coming in .02 below estimates. Lot's of positive comments about strong orders etc.. Compaq CEO was on CNNfn Digital Jam yesterday and said Asia is not a concern, again mentioned strength in Europe. AMAT will be reporting pretty soon (date?), that should be positive and a real benefit to CYMI. Tech stocks are finding their ground. Can't expect CYMI to just go back to $30. This will take time. In the meantime it gives investors more opportunity to buy low (if they choose). CYMI has said they expect strong revenue for at least 2 Q's, that's as far as they can see. That's a fairly long amount of time for Nikon, Cannon and any others to work with CYMI to resolve any of the normal complications with new technology - WE'LL SEE?? Aloha

To: Bookdon who wrote (10002)	11/18/1997 1:09:00 PM
From: Mason Barge	Respond to of 25960

<<At 0.18 micron Cymer will continue its hold on the DUV choice of customers. At the next generation (0.15) 190 nm tools will be needed>> I think that, if we have learned anything the past couple of weeks, it is this: Just because a system has been demonstrated at production levels in a lab doesn't mean it's going to work when it comes to mass production of the steppers. Specifically, I am becoming more and more skeptical of this scenario, i.e. using 248nm lasers for .18um etches, or 193nm lasers on .15 and .13um etches. I'm not saying it won't happen that way, but I think presenting it as a done deal is naive. The stepper companies are having lots of problems getting 248nm-driven DUV steppers onto semi fab floors in the .25um configuration. Requiring etches below .25um is going to increase the complexity enormously. Using optics to enable .15um and .13um etches (exposures) with 193nm light is going to be even harder. Yes, I know, Cymer and other operations can print a wafer with .10um lines using DUV, but I am not betting MY money on their being able to get the steppers out in volume. In other words, it seems entirely possible to me that Cymer can supply the light source for the litho equipment of choice for the next few years, and STILL not make huge amounts of money.