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

To: Tulvio Durand who wrote (16069)	3/26/1998 10:19:00 PM
From: Backfill	Respond to of 25960

I wouldn't be surprised if the company's listed in your post had Cymer in their house. But we were not privied the information until now. Just a thought...Jeff

To: Tulvio Durand who wrote (16069)	3/27/1998 7:46:00 AM
From: WWS	Read Replies (2) \| Respond to of 25960

To all, interesting article from Merrill Lynch guru on expected near term weakness in semiconductor profits (but not unit sales) due to "commoditization" of PC business. What are the implications for CYMI? electronicnews.com

To: Tulvio Durand who wrote (16069)	3/27/1998 8:17:00 PM
From: James Word	Read Replies (3) \| Respond to of 25960

Tulvio RE: "all the US companies that got a late start with DUV " Well, sort of. Deep UV using Hg bulbs has been around for along time. Also, I remember last year Cymer was limiting it's list to customers with systems in production. I don't know if that is true this year or not. If so, then remember, 0.25um production started only last fall which explains the small size of the list in October vs. now. I suspect that US DUV efforts have been at least as strong as the Asian companies efforts. Remember the Koreans and Japanese are heavily in DRAM, and i-line extension into 0.25um for DRAM is much easier that i-line extension in 0.25um for logic ICs. James Word