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

To: rlev who wrote (18951)	8/5/1998 1:19:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

This section from the CYMI conference call seems to summarize well the company's strategic position: The much discussed delay of 300 millimeter wafers also reinforces the move to DUV. Chip makers have only two fundamental options to achieve economies of scale in their operations. One is to move to larger wafers so as to yield more die per wafer. The other is to shrink die size to higher resolution lithography to yield more die from their current 8 inch wafers. With the 300 millimeter transition expected to be the most expensive retooling in history, chip makers worldwide are taking the second option-reinforcing the accelerated transition to quarter micron and 0.18 micron DUV lithography. Additionally, we believe the transition from wafer steppers to wafer step and scan tools, scanners, is occurring on schedule as expected, impacted little to none by market slowness. Remember that scanners offer higher resolution over larger field sizes with further improvements in field flatness, depth of focus and critical dimension control. This conversion will ultimately be a very complete one as scanners cannot mix and match with steppers due to large differences in field sizes. As scanners are much more demanding on laser performance relative to steppers, the high performance scanner enabling laser products that we are introducing starting this year are a very critical component to our overall competitive strategy.