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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.60+2.1%3:59 PM EST
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To: Robert Douglas who wrote (10158)2/6/2002 3:37:33 PM
From: ScotMcI   of 10921
 
The increasing ASPs are the result of Cymer's continued investment in R&D, even in the midst of a big downturn. They keep extending chamber life, reducing exposure times, and increasing reliability of their products. When you can give the customer greater productivity and reduced downtime, you can charge more for your stuff. If memory serves, Akins in the past said that this was one of their core strategies, and they also try to share the benefits with their customers. It appears to be paying off handsomely.
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