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

To: John Bloxom who wrote (10562)	11/26/1997 4:19:00 AM
From: Jess Beltz	Read Replies (2) \| Respond to of 25960

In line with John's question, does this involve a chip making technology other than step-n-scan?, and what percentage of chip manufacture does involve step-n-scan as opposed to alternative technologies. Clearly, Cymer seems to be at the heart of step-n-scan chip manufacture, but that doesn't seem to be the whole picture. jess. ps - should we be diversifying into ETEC too to capture the entire ramp-up to .25-and-under line widths? and how many other competing players are there? jb.

To: John Bloxom who wrote (10562)	11/26/1997 8:23:00 AM
From: Bookdon	Respond to of 25960

This is very good for us (Cymer). If you want to see the ramp-up in real numbers, watch Etec sales for the ALTA 3500 and MEBES 4500S. Thee two tools are ordered by fab lines that plan .25 and .18 micron devices. The mask tools are ordered before the steppers (to be sure that masks can be in place when the steppers need then). Sales of these maskk-makers are very good predictors of stepper sales (the $10 to $12 million cost of the mask-making tools shows the serious intent of the purchasers).