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

To: Curlton Latts who wrote (12034)	12/29/1997 12:09:00 AM
From: Curlton Latts	Respond to of 25960

Lehman believes that chip stocks should be bought in bulk for the next 4-5 weeks. They see chip production reaccelerating in the February timeframe. Five year growth at ~20% is sustainable. My only caveat would be in the case of CYMI ask for physical delivery of your certificates and it will eventually break the back of Mr. Master of the Universe Short CYMI Man; (conversely stick your shares in a non-marginable cash account where they can't be lent out to be shorted). Best of Luck In 1998 To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]

To: Curlton Latts who wrote (12034)	12/29/1997 1:12:00 AM
From: Angela	Respond to of 25960

That is good news about Intel's .25 acceleration. I posted this article a fews days ago techweb.cmp.com Intel received an evaluation model of Canon's EX3L DUV 300 mm Stepper. From the article -- "Intel will also develop its own exclusive processes on the stepper, according to Canon." I believe the stepper uses a Cymer laser but I am confirming that. Also I have the DRAM table -- sorry it's so big -- and the credits go to Larry Dudash of the TI thread. I offer full disclaimers for Larry's work -- as he says they are estimates. Sorry about all the dots and dashes -- I had to put them in or SI pushed everything together! Below is my second try at trying to get handle on who is making 16M and 64M DRAM. Please feel free to add info. ............................................................ Monthly Dram Output for Dec 1997 (in millions) ............................................................ ..............................UNITS......UNITS Country Company.........16M........64M ............................................................ Korea Samsung............20..........5 Korea Hyundai............20..........1.8 Korea LG Semicon......20..........2 Total Korea...............60(36%).....8.8 ............................................................ Taiwan Mosel-Vitelic......10..........? Taiwan Nan Ya Tech.......10..........? Taiwan Vanguard Intl.....10..........? Total Taiwan................30(18%).....? ............................................................ USA Micron(18%).....30(18%)-----.5 ............................................................ Japan NEC...............13----------3 Japan Hitachi...........10----------2 Japan Toshiba............7----------1 Japan Fujitsu............7----------1 Japan Mitsubishi.........6----------3 Japan OKI................3----------.3 Total Japan................46(28%)----10.3 ............................................................ TOTAL......................166(100%)----? ............................................................ Note: 1998 Total world dram is estimated to be 4.02 billion (equivalent 16M) This will surpass demand by 9.8% ............................................................ The above data has a lot of estimates..... Please feel free to add info.

To: Curlton Latts who wrote (12034)	12/30/1997 9:18:00 PM
From: James Word	Read Replies (2) \| Respond to of 25960

RE Intel "The transition to .25 microns at Intel is accelerating by 3-6 months the major battle in 1998 will be Intels transition to .25 Micron P2 Slot 1 Chips vs. AMD's .25 micron K6 Socket 7 Chips Both of these gargantuans will need to pass through the bottleneck CYMI and pay the appropriate toll. Those that don't immediately move forward will wither and dieon the vine." Not true, at least in Intel's case. They are using SVGL's Micrascan II-QML (Quater Micron Lamp) system. No excimer laser requred to do 0.25um on this machine. I just spent the holidays with a photo engineer working on the 0.25um Pentium II process so this comes straight from the horses mouth. AMD may be another story. James Word