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

To: Yakov Lurye who wrote (11417)	12/11/1997 9:41:00 PM
From: James Word	Read Replies (1) \| Respond to of 25960

Yakov: RE: "An earlier article about AMD claimed that overall expenses (not sure what wasincluded) were $250k/yr for DUV vs. $25k/yr for i-line. I like your 2:1 ratio much better." I suspect some of the discrepancy is due to what you'd call a "learing curve" for DUV. As for equipment lead times, I'm being quoted numbers like 12 months for DUV steppers and 18months for scanners. I-line is probably about the same or 1-3 months less. As for DUV/i-line ratio I think 4:1 may be reasonable for an advanced microprocessor. For DRAM it may be higher, guessing 6 or 7:1. This is because DRAMs are periodic, repetitive structures (one cell repeated millions of times) and this allows off-axis illumination and phase shift reticles to extend the life of i-line tools. It will be interesting to hear the next Cymer conference call. I seem to remember in the last one the CEO said that only one Company, Samsung, was using Cymer Lasers in production. I hope that number has gone up significantly in the last few months. R&D sales will only carry Cymer so far. James Word