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

To: FJB who wrote (13017)	1/23/1998 3:37:00 AM
From: Robert Scott	Respond to of 25960

Intel & Cymer - From WSJ article concerning ASML: "Particularly strong, he said, were sales of DUV wafer steppers, a key component driving the production of next-generation chips. Major semiconductor manufacturers, such as Intel Corp., are using ASML's wafer steppers as they move to 0.25-micron production technology, which is capable of producing top-end processor chips less expensively than before."

To: FJB who wrote (13017)	1/23/1998 12:59:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

I personally think I-line sales will be greatly reduced while DUV picks up strong. Limit the number of floor space but increase density... they're all going to do it.. I'd like to know the figures too... I believe AMAT said something on their last Q. Aloha

To: FJB who wrote (13017)	1/23/1998 1:12:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

This is what AMAT has to say about .25 technology in their Nov. 20 Earnings Report... ''The improved industry environment was driven primarily by strength in the logic and microprocessor markets, increased Asian foundry investment and technology buys for 0.25 micron level production,'' continued Morgan. ''This is evidenced by our fourth fiscal quarter new orders, of which almost 40 percent were for 0.25 micron or below applications. Our strong product capability in leading-edge technology enabled us to gain significant market share in etch, physical vapor deposition (PVD), chemical vapor deposition (CVD), chemical mechanical polishing (CMP) and rapid thermal processing (RTP). Two of our advanced technology products won Semiconductor International's ''Editor's Choice Best Product'' awards: the Ultima HDP (High Density Plasma)-CVD Centura and the Metal Etch DPS (Decoupled Plasma Source) Centura systems." ---------- So what are we looking at in 1998... about 50-60% .25 or below sales? In 1999 about 75% sales? OAKT is selling at book value ($5-6) Aloha