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Technology Stocks : Cymer (CYMI)

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To: Douglas Rhodes who wrote (7227)10/29/1997 10:28:00 PM
From: BillyG   of 25960
 
Thanks Dusty, I remember that Akins said 700 lasers, but I thought that he said that one of CYMI's *customers* estimated that the market could be as much as 1000. I didn't mean to mislead anyone. I'll see if I can find it.

Well, I just found it, and you're right. It's great to have the transcript online. From post 6565:

That expansion in San Diego and with Seiko now gives us the ability to put in place, uh
- or have put in place - a raw capacity to produce more than 1000 lasers per year and
the spare parts required to support them. I want to caution everyone that we don't plan
to use that capacity to its full extent in 1998, and remind everyone that one of our
customers recently told us that, in their opinion, the demand by chipmakers for
Deep-UV tools in 1998 would be approximately 700 systems, and in the same breath
said he doubted that the industry would have an industry-wide capacity to meet all of
those requests.


The Dataquest numbers were 500 systems, I think.
Thanks,
BillyG
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