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: Tulvio Durand who wrote (16075)	3/27/1998 12:26:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Tulvio, Where did you get those numbers? Bob

To: Tulvio Durand who wrote (16075)	3/27/1998 12:28:00 PM
From: Pierre	Read Replies (1) \| Respond to of 25960

Can someone evaluate the implications for Cymer of INTEL's push out of the larger wafer facility, assuming it reflects an industry trend? Does it enhance the need to get more chips out of the smaller (current) wafer? If recent articles are correct regarding the lessening of demand for faster chips, is the need for increased efficiencies enough to justify the investment in Cymer laser powered fabs? I am not suggesting a doomsday scenario, but I sense the dynamics driving the transition have changed or are changing. Any thoughts? TIA. Pierre