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

To: FJB who wrote (19889)	10/15/1998 4:19:00 PM
From: D. K. G.	Respond to of 25960

semibiznews.com Significant paragraph: << Originally, DRAM suppliers had been expected to be among the early adopters of 300-mm wafers. But before they could get there, skidding DRAM prices forced them to use device shrinks to cut costs. This has boosted production so much that vendors don't need 300-mm wafers now. Shrinking feature sizes from 0.25- to 0.18 micron, for example, will nearly double the number of chips on an 8-inch wafer but doing it will cost only a third of the cost of a $1.5-to-$2-billion 300-mm fab, according to industry estimates. >>

To: FJB who wrote (19889)	10/15/1998 4:53:00 PM
From: orkrious	Read Replies (1) \| Respond to of 25960

Bob, don't Micron's plans mean than Cymer will have to ship lasers to stepper manufacturers NOW? Then there is at least a six month time lag before the stepper manufacturer can ship to MU? Jay

To: FJB who wrote (19889)	10/16/1998 12:07:00 AM
From: dwight martin	Read Replies (1) \| Respond to of 25960

dailynews.yahoo.com Also, an article in the Austin news daily (their web site sucks out loud or I'd post the article) says that Samsung's local DRAM operations are going for maximum volume in response to customer pressure.