Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

3:59 PM EST

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To: Robert Douglas who wrote (10351)	5/3/2002 5:55:28 AM
From: maceng2	Read Replies (2) of 10921

Interested in your comments on CYMI. They make the lasers for modern photolith tools. They have two major competitors Gigaphoton and Lambda-Physik. The data I have has CYMI with 70%+ of the market. I was employed in the semi manufacturing business and weathered several downturns. 1978 onwards. If the usual things happen, overcapacity will eventually see shutdowns, and the semi equips will have a very hard time of it (if the normal pattern is followed). Surviving semi companies will use volume production with low manufacturing costs with minimum profit as a survival tool. This means "consumables" will be consumed. Interesting to note that the lasers are a "consumable". CYMI is into service contracts too. yahoo.marketguide.com They might survive well during the uncertain times ahead. When chips are flooding the market at almost below cost, they will be making steady money imho. (It's already happening / happened) Service contracts will be an important survival factor for the semi equips. Service contracts were not around much before the 90's. The technology complexity increase over the last 10 yrs has mandated them. Something I have not factored in as yet.

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