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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (585)9/12/1997 4:58:00 PM
From: Ritz   of 1305
 
Andrew, Yousef:

I think the answer to the Cymer question is a very simple one. Here is the link to Komatsu's press release (dated 7/30/97) announcing their KrF laser.

komatsu.co.jp

In it, they state that production will start at 10 lasers/month ramping to 20/month by the end of the year. Presumably they are building these lasers to sell, as opposed to just filling up werehouses. I don't doubt that Nikon (or Canon for that matter) has Japanese customers who would prefer or at least tolerate a Japanese company to supply/service their lasers, and certainly Nikon would appreciate a second source. Cymer's current laser production is something like 35/month. If Nikon or Canon is now buying 10 lasers/month from Komatsu....well it sure looks like a push out to me.

-Ritz
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