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

To: Mani1 who wrote (21997)	5/7/1999 2:50:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 25960

Mani - Cymer did better in the last downturn because 0.35 to 0.25 was a very large and important step due to the light source. That was only a one time event and will not be repeated in the next down cycle. Incorrect: 1) There are still many plants which have not yet made the step to 0.25 2) When stepping from 0.25 to, say, 0.15, there will be more layers which will be 0.25 or below. In the move to 0.25 only one or two layers were made 0.25, but as the critical layers move to 0.15, some of the non-critical layers move to 0.25 and below. Clark

To: Mani1 who wrote (21997)	5/7/1999 7:06:00 AM
From: orkrious	Read Replies (1) \| Respond to of 25960

Cymer did better in the last downturn because 0.35 to 0.25 was a very large and important step due to the light source. That was only a one time event and will not be repeated in the next down cycle Totally not true. I am not sure what the percentage is, but there are a VERY LARGE number of obsolete steppers out there churning out chips at > .25. Further, moving down the finer linewidth spectrum is going to be just as important for companies to remain competitive as it was for those moving from .35 to .25. Jay PS Oops, I see Clark has already said this.