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: Ian@SI who wrote (18149)	6/18/1998 10:25:00 PM
From: j g cordes	Respond to of 25960

That would be nice, hope they junk everything and install all next generation Cymer equipment.

To: Ian@SI who wrote (18149)	6/19/1998 1:40:00 AM
From: Matt Webster	Read Replies (1) \| Respond to of 25960

I think this TXN-Micron deal should be good for Cymer. According to the conference call, everything is going to be 0.21 shortly. Also, TXN's stuff which is currently mostly 0.28 is going to be moved to the Micron standard. After 0.21, the next step is 0.18, which is happening in 1999, I gather. I read this as Micron upping the ante in the no-limit poker game. One expects a couple Koreans to consolidate, or perhaps a Taiwanese led rollup of some DRAM. All this should be good for CYMI because the cash infusion goes directly to sub-0.25 equipment. With Micron driving to 0.18, we are firmly in DUV territory. Anyone know what type of equipment MU will use? Matt