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

To: H James Morris who wrote (11182)	12/8/1997 7:27:00 PM
From: Exciton	Respond to of 25960

Thanks for the input from AOL. I completely agree with this analysis. I was particularly struck by the points made regarding the changes necessary in the semiconductor manufacturing infrastructure outside the photolithography arena to leapfrog beyond design rules achievable with DUV. Quoting from your post, "Lets assume "XXX Inc." introduces a light source (EUV, I Beam or X-ray) capable of etching at 0.05 micron tomorrow. Can industry use it to manufacture IC's? Of course not! Equipment suppliers such as Applied Material do not sell any CVD or PVD equipment suited for 0.05 micron process. They do not have this equipment, nor do they know how to make it. The polishing, spinning and sputtering technology is being pushed to its limit as it is dealing with the 0.25 process. Back end testing equipment is also far from being developed." I think one could add many additional components of the infrastructure that would have to be developed as well--new resists, new mask materials, perhaps even new mask making equipment. Thus the prospect of technological surprise that the analysts seem to be worried about is IMO next to zero. Thanks for the post. Am long CYMI and plan to buy more.