SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (22120)5/29/1999 5:15:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Zeev,

I don't know if Tyneside would be included. If I remember, it is equipped and is state of the art.

IMO, it should be.

I doubt whether obsolete fabs (less than 200mm wafers) would be included. But the fact is all I have is a number thrown out as an answer to a Q in a conference call.

I don't know whether Shells have a useful life as well. i.e. - Do clean room specs change in a fashion that even using SMIF, one still has to start from scratch.

Essentially, the number causes me to believe that the ramp up may be more sudden and more steep than we've seen in past recoveries. But I just don't know for certain.

Ian.