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

To: Elroy Jetson who wrote (16199)	4/1/1998 4:44:00 PM
From: orkrious	Respond to of 25960

Oh baby, baby, baby. What a day. I watched CYMI all day (except 2 hours at lunch) on a level II screen and the big boys (MSCO, MONT, etc.) sure weren't selling. This is for real. I suspect that as the shorts realize that they have to do something about the stink in their pants, a few weeks from now we will realize that this was not an explosion, it was a small rumble, signaling the beginning of an enormous eruption. All of the pain was worth it. Jay

To: Elroy Jetson who wrote (16199)	4/1/1998 4:45:00 PM
From: BillyG	Read Replies (1) \| Respond to of 25960

Maybe there is some info leaking out of Semicon Europe, which is taking place this week. news.semiconductoronline.com <<Highlights of the technical program include: The Second Annual SEMI Productivity Forum-Taking the topic, "What Drives Companies to Performance Excellence," this forum included presentations from SGS-Thomson, on downtime reduction; from Siemens, on measures of overall fab productivity; and from Intel, on productivity management at Intel Ireland. Future Trends in Microlithography-Both wafer lithography and mask fabrication face major challenges with the impending transition to post-optical exposure methods. Presentations from ASML, on production lithography; Photronics, on mask making; and Leica, on mask metrology, highlighted these issues. A presentation from Germany's Fraunhofer Institute looked at the increasingly stringent requirements faced by package lithography. The Success of the European Semiconductor Equipment Assessment Initiative (SEA)-The initiative, supported by the European Commission's Esprit program, aims to bridge the gap between research and manufacturing through assessment and demonstration projects. Recent success stories include a multi-die approach to mixed function testing, in-line verification of multilayer structures with spectroscopic ellipsometry, and low damage implanted resist stripping. Meanwhile, lots of things were happening out on the show floor as well: ASM Lithography featured the company's new i-line step-and-scan system, and announced a new Special Applications division. >> Also, ASML targets "special applications" such as drive head manufacturing and micromachining....... news.semiconductoronline.com <<Worldwide, 80 percent of stepper sales go to mainstream IC fabrication-design rules of 0.45 micron and smaller. That leaves another 20 percent still unaccounted for, though. These non-mainstream markets include IC applications above 0.45 micron, thin film and magneto-resistive heads for disk drives, micromachining, and non-silicon substrates like GaAs. Tuesday at Semicon Europa, ASM Lithography (Veldhoven, The Netherlands) announced the formation of a new business division, ASML Special Applications, to pursue these market opportunities. >>