With the advent of the "free" PC, I'm not convinced that there's as tight a tie in with overall recovery in Japan and the Far East today as there was then.
Nonetheless, all indications are that a recovery is taking a fairly strong hold in that region.
It's a prerequisite to new capacity being required. CYMI should be among the first to move most once we get a spate of new fabs being built.
It takes anywhere from about 5 months to a year to build a state of the art scanner. This means that CYMI will ship lasers to the lithography equipment makers well in advance of their shipments to chip makers.
FWIW,
Ian.
************and still king by more than $500, John Cuthbertson********
1 $16,780.60 John Cuthbertson CYMI LRCX COHU
2 $16,275.73 Curlton Latts CYMI CYMI CYMI
3 $16,275.73 fellow CYMI CYMI CYMI
4 $16,013.20 John Haley CYMI KLIC LRCX
5 $15,752.82 Bill Tippett CYMI COHU MTSN
6 $15,517.18 Jerome CYMI PHTN VECO
7 $15,324.93 Ian Stromberg CYMI ETEC MTSN
8 $15,171.44 Jay Dreifus CYMI VECO ETEC
9 $14,816.54 Dennis J CYMI ASYT MTSN
10 $14,663.05 Stu Bishop CYMI ASYT VECO
11 $14,432.07 Roger Churchen CYMI ETEC CFMT
12 $14,377.28 Steve Bengtson CYMI KLAC NVLS
13 $14,268.83 Andrew Vance CYMI WFR CFMT
14 $13,828.92 Zeev Hed AMAT NVLS DPMI
15 $13,318.76 Warpfactor CYMI PRIA KLIC
16 $12,883.91 Brian Kerecz CYMI EGLS SFAM
17 $12,606.63 Robert Grutza CYMI SFAM KLIC
18 $12,367.40 Shakush VECO ETEC SFAM
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