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

To: FJB who wrote (15092)	2/26/1998 3:51:00 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 25960

Let's not get carried away, I agree. The laboratory achievement does not mean that the KrF laser is useful in a production .08 micron tool. The ArF or F2 lasers now being developed by Cymer would undoubtedly be more appropriate in future production tools that are capable of meaningful wafer printing throughput. This is reminiscent of i-line's breakthrough sub 0.2 micron laboratory achievement years ago. It had to await DUV and all the ancillary supporting products like masks, precision adaptive alignment control systems, and lengthy development of fabrication techniques to make the first production DUV tool. I don't expect to see a sub 0.1 micron production tool in less than 5 years' time, and it will not have a KrF laser in it. But, it will be a Cymer laser nonetheless. <G> Tulvio

To: FJB who wrote (15092)	2/26/1998 3:51:00 PM
From: Elroy Jetson	Read Replies (1) \| Respond to of 25960

I think you have to realize that most investors and fund managers don't understand this industry as well as most on this thread. I'm sure there are many, like one who posted here, who believe the DPMI breakthrough is a threat to future prospects for Cymer - not understanding that this requires a Cymer laser or equivalent and make these lasers vastly more competitive to i-line and x-ray, and makes the future market for these lasers much longer lived. Until this stock is widely followed again, the company and their, new but not improved, PR firm are going to have to do a better job. If this press release had Cymer's name on it, I guarantee you this event would have caused enough new buying to trigger many shorts to close their positions and we'd be settling at 32 instead of 22.