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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (23185)	10/5/1999 11:28:00 PM
From: cluka	Read Replies (1) of 25960

Cymer Q1 1999 Conference Call, Part 2 of 2, Q&A (Reply #21934) Thanks to ScotMcI Steve: Can you get a little bit more specific relative to Komatsu vercus Lambda Physic. I'm especially concerned with in Japan in Komatsu's inroads through Nikon and Canon. Didier: In Japan right now, it really illustrates my point as you have a corporation like Sony Corporation really focusing on developing quarter-micron technologies for consumer product. The Komatsu solution which is the cheapest light source than the Cymer light source today is more attractive to them. And in that case, what they end up doing is splitting the business between a more advanced value-based solution and a much cheaper cost too. And their ration today of steppers and scanners is in favor of the stepper, not the scanners, where you look at companies like NEC, for example, many DRAM suppliers in Japan as well as in Korea and advanced foundry in Taiwan, they are pushing for their scanner development, which in favor of our technology.

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