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

To: Tulvio Durand who wrote (10888)	12/3/1997 12:46:00 AM
From: Paul Dieterich	Respond to of 25960

Relevant .25/.18 background info: I300I, Japan's Selete view 300-mm ramp up differently A service of Semiconductor Business News, CMP Media Inc. Story posted at 10 a.m. EST/7 a.m. PST, 12/2/97 techweb.cmp.com

To: Tulvio Durand who wrote (10888)	12/3/1997 11:37:00 AM
From: D. K. G.	Read Replies (1) \| Respond to of 25960

Tulvio, I culled the data from the 2nd Q conf. call. I cannot provide a link. Akins devoted some time in the call to the competitve landscape and used the ArF data as an example. It was from a Lithography conf. held in Japan the early part of July. A look at the posts back then (June-July) will give you the exact details as to the name of the event, if your interested. The following was also culled from the same conf. call... Near Term Production Capacity Final Test Bays: S.D. Japan Total Plant Old New 1Q 97 15 9 4 28 2nd Q 97 15 9 8 32 July 97 15 16 8 39 Sept. 97 15* 32 10 57 *6 of the test bay in the old S.D. plant will be converted to ArF the nine others will be used for prototyping. Final test cyle time was running around 16 days. assuming 42 test bays for KrF production at 2 lasers/month per final test bay capacity in SEPT will be 1,000 lasers per year. Question: 1) How much of the above capacity will get utilized in 98 ? 60 - 70 % ? Maxwell has posted that Cymer is currently able to produce 75 Duvs/ month. His source was a CYMI rep. 2) The capital equipment is now in place to meet future demand. Will Margins improve in 98 due to the fact the company has spent for Cap Ex in 97 ? Questions in gernal for all to consider. Regards, Denis