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

To: Tulvio Durand who wrote (17228)	4/29/1998 1:17:00 PM
From: Backfill	Read Replies (1) \| Respond to of 25960

Tulvio, They do not dominate (More competition) the industry as Cymer does. Jeff...

To: Tulvio Durand who wrote (17228)	4/29/1998 3:32:00 PM
From: Sid Stuart	Read Replies (2) \| Respond to of 25960

>Masks' insufficient availability being the factor that >limits 0.18 micron fab implementation would seem to make >DPMI more attractive than CYMI as an investment. Meanwhile, >masks are still needed for older DUV and i-line. >Moreover I'm told that the cost of 0.25 micron DUV mask is >4X that of i-line, and lasts a fraction as long as i-line mask. >Also Cymer's Orion laser will fire twice as >many pulses per unit time, possibly reducing mask's life >even more. Thus it would seem that mask revenues will climb >exponentially as more fabs shift to DUV. Yes, the above just supports my original statement (which you questioned) that the article I posted was worrisome for Cymer. Sid