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

To: TechHunter who wrote (21372)	3/17/1999 4:21:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

1.No, not at this early a stage in the development of 157nm lithography. Cymer also has a 157nm laser, but must not spec as well as Lambda's. Something that is correctable. 2.Not a great concern. Cymer just recently refocused efforts towards 157nm lasers, because until the middle of last year it was not viewed as a viable solution. With Cymer having an R&D budget greater than Lambda's sales, you can expect whatever gap that exists to be closed rather quickly. 3.No, the 193nm technology node will not be skipped. 193nm lithography has taken many years to develop and even now problems need to be resolved, such as the availability of CaF2 and stable photoresists. You can expect it will take some years for 157nm lithography to reach the point of 193nm lithography today. I hope this alleviates your fears. Bob

To: TechHunter who wrote (21372)	3/17/1999 4:30:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 25960

TechHunter - 1. Isn't it significant that Lambda has a workable model at 157nm? This is not completely unexpected. Imagine that someone got the jump on you for the current generation and the next generation. What would you do? You could try to catch up, but every time you make an improvement so do they, and they have a headstart. In a race the second starter has a problem. So, instead you go where you opponent isn't and hope to build a big enough advantage that when they get there ... . It's the best strategy available to Lambda, but it is also somewhat misleading. Cymer probably hasn't yet turned their much larger resources and experience onto this area yet. Clark PS Undoubtedly it would have been nice if Lambda kept trying to catch up, but this doesn't unduly worry me yet - it is almost expected, and in fact is an indication that Cymer may keep the lead uncontested through 193nm.