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

To: ScotMcI who wrote (18937)	8/4/1998 4:54:00 PM
From: BillyG	Read Replies (1) \| Respond to of 25960

Scott, thanks again for your hard work!

To: ScotMcI who wrote (18937)	8/4/1998 5:01:00 PM
From: FJB	Respond to of 25960

Thanks a lot ScotMcI. Bob

To: ScotMcI who wrote (18937)	8/4/1998 5:02:00 PM
From: BillyG	Respond to of 25960

CYMI versus the competition. CYMI's R&D program -- from the CC: Rutherman: Talk a little bit on your R&D program. You mentioned about competition and we see it that some of those Komatsu lasers don't work too well. But in any case, are you having parallel teams of engineers working or scientists working on different generations so, you're kind of like that little Santa Clara company up there that they basically have parallel design teams and therefore they can have very, very fast product transition and product and design overlaps in various generations of lasers. And finally on the subject of Argon fluoride, what percentage is that being shipped as a percentage of total business? Akins: To begin with, yes, we do have parallel design efforts underway, not only for the various generations of product. I mean, for example, the, both the 5000 series, 5010 and Orion have seen overlapping and parallel development tracks but also the core technologies and the core technology moduless that go into those products as well so that we can more or less pick and choose amongst the various levels of performance of all the core technologies. And we're finding that because of the heavy interdependence of the core modules on one another, that one achieves higher levels of performance, one can achieve higher levels of performance in any number of ways. So by picking and choosing the right level of performance in each core model, we can get a faster time to market than if we started from the ground up from a systems consideration for every new product. On the Argon fluoride side, the percentage of Argon fluoride... Angus: Yeah. Akins: Okay. Angus: It's, in any one quarter, the thing to understand is that fluctuates - it's an R&D market - and it fluctuates wildly from quarter to quarter because of just the way it works out. So it can go anywhere from 5 to 8% of systems shipments in any one quarter. Akins: Now whether it's Argon or krypton fluoride, I want to re-emphasize the fact also that we have been continuing to spend on acquiring some of the best minds in the world on, for excimer laser design and although we've been heavily in the acquisition mode in past quarters, these people now at Cymer again, we estimate roughly 65% of the mindshare now in the world in this area resides at Cymer. These people have spent enough time at Cymer that they're on the positive side of the power curve and we're really starting to experience the impact of this kind of mindshare in acceleration of our new technologies and our new product development.

To: ScotMcI who wrote (18937)	8/4/1998 6:17:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

Scott, Thanks for your hard work. It's people like you who make SI the treasure it is. BK

To: ScotMcI who wrote (18937)	8/4/1998 9:32:00 PM
From: Curlton Latts	Respond to of 25960

ScotMcI: Thanks a lot. It's appreciated. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_

To: ScotMcI who wrote (18937)	8/5/1998 10:48:00 AM
From: rlev	Read Replies (1) \| Respond to of 25960

Thanks Scott ... your the best! I'm sure everyone can see that, although there might be a short term dip in the next few months due to asia and weakness in the semi's, Cymer is only going up in the mid to long term ... looking forward to 99 & 2000 ... hoping to buy more in the 14's (12's?) a big Cymer long (but not as big as Curlton) Rich