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Technology Stocks : Cymer (CYMI)

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To: Rustam Tahir who wrote (2341)9/20/1997 1:07:00 PM
From: Cary Salsberg   of 25960
 
Rustain,

CYMI has four customers, Nikon, Canon, ASM Lithography, and SVGI. I know that SVGI's DUV product will cost about $7M each. The forecasts should be pretty accurate. These numbers came from a report on Nikon, CYMI's largest customer.

The CEO numbers are for CAPACITY. Are there any other projected uses of this capacity such as spares, replacement, or other applicatins?

Cary
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