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

To: Czechsinthemail who wrote (12716)	1/16/1998 12:39:00 AM
From: Angela	Respond to of 25960

<< how much of Intel's multi-billion dollar capital spending budget will get funneled into this project? >> I don't think anything is a sure thing -- but what are their options besides use Cymer? -- euv is still too far out -- Scalpel may come on line post 2000 but still doesn't expect to have the throughput -- I'm no expert, but can they take the mercury bulbs through the next generation of CPUs? -- Lambda & Komatsu have sold pilot versions versus Cymer, which has its lasers in production Angela

To: Czechsinthemail who wrote (12716)	1/16/1998 12:18:00 PM
From: D. K. G.	Read Replies (1) \| Respond to of 25960

Baird -- INTC Capital spending for 1998 is expected to be approximately $5.3 billion, up from $4.5 billion in 1997. >> Now the question is: how much of Intel's multi-billion dollar capital spending budget will get funneled into this project?<< An analyst asked for a break down of that peice of budget pie in the C.C.. The respondant (C.F.O ?) was not very specific but stated 1/3 rd would be spent on Semi-equip, 1/3 on brick & mortar and the remaining 1/3rd I can't remember (I lost my notes!). So that gives us a ball park figure of 1.75 Billion to work with. What portion of that will be dedicated towards procurement of lithography equipment? Beats me, we need a Fab Dude(tte) to help us out. I think DUV stepper and/or scanners go for 5-7 million. How many does one need in a production line ? How many productions line are in the average Fab ? INTC Fabs are clones so if you could get a handle on the above and know the # of fabs that will have 0.25 uM, there are currently 3, it should give a good approximation. I agree with your take on the, at times crass, pessimism displayed on the thread as a contrary indicator. Regards, Denis