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

To: Curlton Latts who wrote (21285)	3/9/1999 3:33:00 PM
From: BillyG	Respond to of 25960

AMD receives 193-nm lithography tool from ASML A service of Semiconductor Business News, CMP Media Inc. Story posted 1:15 p.m. EST/10:15 a.m., PST, 3/9/99 SUNNYVALE, Calif. -- Advanced Micro Devices Inc. here today said it has taken delivery of the first production-worthy, full-field 193-nm step-and-scan lithography system from ASM Lithography. The ASML tool, called the PAS 5500/900, will be used in AMD's Submicron Development Center for development of next-generation microprocessors and flash memory ICs, said David Kyser, director of advanced process R&D at the Sunnyvale-based chip maker. "This 193 nm tool will give SDC in Sunnyvale the very advanced capability to continue research, development and demonstration of leading-edge lithography processes and device designs for rapid introduction into our manufacturing facilities in Austin and soon in Dresden, Germany," Kyser said. The 193-nm lithography tool was announced last September 1998 and it feature an imaging area of 26-mm by 33-mm. The system features a numerical aperture (NA) that is adjustable form 0.45 to 0.6, according to AMSL, based in Veldhoven, The Netherlands. Most lithography experts believe the 193-nm lithography generation will be widely used by chip makers in a couple of years to produce ICs with minimum feature sizes of 0.15 micron or smaller. With phase-shifting optical masks, the 193-nm step-and-scan systems could be used to manufacture chips with linewidths below 0.10 micron, according to some experts.

To: Curlton Latts who wrote (21285)	3/9/1999 3:39:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 25960

Hey Curly, On a scale from 1 to 10, how would you rate yourself as a CYMI bull? <GGG> Regards, Knip

To: Curlton Latts who wrote (21285)	3/9/1999 6:15:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 25960

Laggard bear arguments still trying to deny reality on inventory are simply self-delusional indulgences. ?? 284 (the number of lasers in inventory) is almost 1/2 of all the lasers installed around the world. That is, by any measure, a lot. And it is at least 4 times the number of lasers they got orders for last quarter (assuming $30M in orders at $500K apiece.). Again, that is a lot. I happen to believe that when TSMC, UMC, Intel, Samsung, NEC, ... start ordering it will come in a flood and empty the inventory fairly quickly, but I can certainly understand the worry. It does not seem an unreasonable one. Clark