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

To: Jacob Williams who wrote (16435)	4/8/1998 10:35:00 PM
From: FJB	Read Replies (3) \| Respond to of 25960

Jacob, I don't think Intel will be using Micrascan IIIs for 0.25um, but they are beginning the move to 0.18um in late '98 so the point is moot. RE:Last year wasn't Samsung the only semiconductor manufacturer with Cymer equipped DUV steppers in production? Does anyone know the updated list? Whose machines is AMD using? I remember Micron bought some of the ASMLF machines. Are those in production? AMD is using ASML DUV steppers as is Micron. You can find out more about Micron's roadmap by looking at their 10K. Here's the updated non-comprehensive "in production" list: Prior to the fourth quarter 97 we had been remarking in response to questions that Samsung was in our frank opinion, the only company that had a deep-UV in full production. And now, this is not a complete list, but we discussing this earlier today, that we need to add to that list NEC, and Hiroshima in Scotland, Mitsubishi Electric in [unintelligible], Toshiba in [unintelligible], the IBM-Toshiba partnership in Manassas, Virginia, and IBM U.S. as well, should all be considered to have these tools in full production. RE:One more thought. Texas Instruments has a process called Timeline which is based on a .18 micron process. TXN has said they are producing chips with this process. They won't tell me what type of equipment they use. Is anyone familiar with their process? Not familiar with their process, but they are an SVGL customer, so I would guess Micrascan IIIs for Timeline. RE:I have always thought of Cymer as the gateway to the next generation for the semiconductor industry, but I definitely want to know about any competitive companies or processes. You can still think of Cymer as the gateway. They do have two competitors, but they have some catching up to do. I wouldn't worry about competition from i-line too much. Bob