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Technology Stocks : Cymer (CYMI)
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To: TheSpecialist who wrote (3445)9/26/1997 11:12:00 AM
From: Czechsinthemail   of 25960
 
TS,

If the company is held hostage by a fused silica shortage, does anyone know how long it takes to ramp up new production for fused silica? Also, how acute is the shortage? If CYMI has a 12 to 18 month backlog, the FS situation may not be such a big deal for them anyway. By that time, you may have plenty of fused silica on the scene. Who knows this situation well enough to comment?

Baird
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