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

To: Yakov Lurye who wrote (11428)	12/12/1997 1:07:00 AM
From: Mr. Aloha	Respond to of 25960

HERE ARE THE TRANSCRIPTS OF THE LAST CONFERENCE CALL TO REVIEW... Message 2550096 Message 2550107 There's a ton of valuable information in there. I hope that ScotMcI will be around to type the next one up. VALUABLE VALUABLE VALUABLE. I was just reading the section on DRAM manufactures ramping up to cut costs. This was later reported by the media. Aloha

To: Yakov Lurye who wrote (11428)	12/12/1997 1:14:00 AM
From: FJB	Read Replies (2) \| Respond to of 25960

Y, RE:tool ratios Don't forget fabs upgrading to 0.25 processes already have most of the i-line tools they will need. In such cases, you can expect a manufacturer to order primarily DUV tools. Just in case anyone was overlooking this point, Bob

To: Yakov Lurye who wrote (11428)	12/12/1997 1:14:00 AM
From: Mr. Aloha	Read Replies (3) \| Respond to of 25960

Cymer says but your hands on your head... Cymer says not to fear.. Put you hands on your head... ahhhhhh 10/25/97.... Moving on to the market picture: As we have said in recent conferences and calls, end-user demand for Deep-UV remains strong. In fact, chipmakers continue to press Deep-UV tool manufacturers for increasing capacity and delivery of more tools. It appears that our projections of mix and match ratio being limited only by the availability of these Deep-UV tools is still very much the case. We are comfortable with Dataquests' ongoing and most recent estimates. We think they are indicative of what the industry may actually be able to perform. We believe that VLSI estimates closely follow the demand for Deep-UV. And as we have stated in the past, the industry may not be able to deliver enough units to meet demand. Secondly, the demand for Cymer's laser remains strong. The order rates from our customers remains strong. The urgency of delivery of lasers to customers remains urgent and unchanged. Forecasts from our customers for the foreseeable future remain strong. ----------- Things can change... we'll see. I believe we'll get a BTB this week. Trailing figures but it should be interesting. Aloha

To: Yakov Lurye who wrote (11428)	12/12/1997 2:14:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 25960

If tools are ordered in 4:1-6:1 i/line to DUV proportion, CYMER may run into trouble. I agree with the above assessment. Stepper orders received by ASMLF announced on 23 September indicated a ratio 3:1 i-line/DUV. Also Cannon announced that it was expecting to sell 200 DUV equipped tools starting in July 1998. But if Korea can't find financing for new tools there may be less competitive pressure elsewhere to get the latest tools, boding ill for DUV. Although I read elsewhere that Korea's competitors would seize this opportunity for leapfrogging over them in DRAMS, etc. So who knows? As for mix-and-match (M&M), there must be a BIG base of installed i-steppers that can be employed in M&M manufacturing. What's missing are the DUV tools. So if money's tight a case can be made for buying only DUV tools. This would be very healthy for Cymer. Tulvio