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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (141878)1/22/2002 1:00:05 AM
From: Mani1  Read Replies (1) of 1586653
 
Re <<any insights on CYMI.....>>

Cymi and NMTC are probably the best two pure play on the 0.13 transition. Regardless of who makes the steppers, they use Cymer's lasers as the power source. Pretty much a monopoly with healthy margins. The ArF lasers (0.13 etch light source) sell for nearly $1 million. Huge barriers to entry and no one is really close to them. They should make $3 to $4 on the next cycle (2003). I think you can buy CYMI and the rest of the sector cheaper over the next 6 months. I'll be watching.

Mani
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