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Technology Stocks : Cymer (CYMI)
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To: Proud_Infidel who wrote (25156)10/2/2000 11:18:24 AM
From: Zakrosian  Read Replies (1) of 25960
 
Brian - As Zeev said, the information on the TSMC cancellations came from an analyst's report:

Message 14468166

Management has been hinting for the past month it was seeing upsides to output
from its TSMC foundry, and could see higher revenues in Q3 and Q4 as a result.
These upsides came from 1) Increased wafer yields at Fab 7, the old TI-Acer
fab, 2) accelerated movement to shrinks; the company is now averaging about
0.35 micron design rules, and hopes to go to 0.25 micron and 0.18 micron
progressively in the next several quarters, 3) customer cancellations at TSMC
also provided some upside; SST has written into its contract first right of
refusal for any freed up wafers from the Taiwanese foundry. As capacity loosens
up, we would expect continuing strong upsides to revenues by SST in the next
quarter and two.
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