Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yakov Lurye who wrote (13091)	1/26/1998 12:22:00 PM
From: olduvai5	Respond to of 25960

Probably need to go to 193nm. olduvai5

To: Yakov Lurye who wrote (13091)	1/26/1998 1:30:00 PM
From: C E D	Respond to of 25960

<<<Could 248nm lasers be used for .21 -.22 production, or are we talking about 193nm?>>> 248nm lasers should be able to go down to .18 micron, also there are no production capable 193nm lasers, probably not for a couple of years yet. Ed

To: Yakov Lurye who wrote (13091)	1/26/1998 2:04:00 PM
From: James Word	Read Replies (1) \| Respond to of 25960

Yakov: RE 0.22um at 248nm Since 193nm steppers don't exist in large numbers they will use 248nm lasers. Canon's next generation Excimer Stepper is spec'd for 0.22um production and will ship near the end of the year. Even existing equipment is probably capable though. Don't forget that DRAM manufacturers have many tricks that they can use like phase shift and off axis. These aren't available to logic producers like Intel or TI. James Word

To: Yakov Lurye who wrote (13091)	1/26/1998 2:18:00 PM
From: Zeev Hed	Read Replies (4) \| Respond to of 25960

Yakov, something is not right in the Kingdom of Denmark. We are three days from the earning report, Unfrastructure had just published a relatively bullish outlook for the sector and particularly the DUV players, yet, the stock is within 1/2 a buck of the yearly low and the volume is tepid. Usually, if the earnings would be a surprise, the stock would start and show some action by now. W cannot even blame Asia that was up overnight, or even the market in general which is still up (barely) on the day. As I often say, when there is a dichotomy between the apparent good fundamentals and the actual technical behavior of a stock, put more weight on the technical and expect the true fundamentals to ve reassessed down in line with the technical behavior. Zeev