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

To: FJB who wrote (10937)	12/4/1997 9:44:00 AM
From: Patient Engineer	Read Replies (1) \| Respond to of 25960

Bob, Re:"Are you are going to go long this stock?" I'm licking my wounds from going long in the mid-20s. The stock's behavior and the apparent confidence of the shorts in the face of very good fundamentals is a mystery to me. I'm willing to wait it out.

To: FJB who wrote (10937)	12/4/1997 12:56:00 PM
From: Patient Engineer	Respond to of 25960

Bob, I finally found the URL to the article mentioning Cymer in Semiconductor Business News: techweb.cmp.com Here the article states that the transition to ArF will be relatively smooth: "No matter what technology comes out the winner, however, the switch in process technologies will end up being a major undertaking. That shouldn't be the case with the move to 193-mm tools, however. Device makers that are running 248-nm deep UV wafer exposing lines should be able to shift relatively easily into the next 193-nm process, industry officials agreed. " Here is one quote regarding Nikon's use of Cymer ArF laser: "Nikon already has used a limited 3-mm field size tool to evaluate photoresists and demonstrate 193-mm technology. Now the company will use a Cymer argon fluoride laser from Cymer Inc. in San Diego to develop a full-size field-of-view tool, Kurosawa said." Finally, here the article speculates that the winners at 248nm will have a big advantage in keeping those customers at 193nm: "Moving from one UV wavelength to another with the microlithography systems will also mean that incumbent vendors will probably have a greater chance to hold on to their customers. "Once a manufacturer has installed your (248-nm) deep UV tools, that customer is likely to remain with you in moving to argon fluoride systems," said Mitsutoshi Ogiso, general manager of the Canon Semiconductor Equipment Business Division in Tokyo. " All good news for Cymer.