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

To: James Word who wrote (11412)	12/11/1997 9:13:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

James, thanks for the explanation An earlier article about AMD claimed that overall expenses (not sure what was included) were $250k/yr for DUV vs. $25k/yr for i-line. I like your 2:1 ratio much better. Couple more questions, if you have time to answer: Another article (published in July) stated that delays for DUV shipments are 15 months. Assuming that initial problems with CYMER's lasers are solved, do you expect lower delays for i-line stepper than for DUV laser with the same throughput? Also, could you venture any guess about the ratio for i-line vs. DUV steppers being ordered (for any applications you are familiar with, or for some typical 64m/ future 128 & 256 DRAM production lines). Thanks in advance, Y.