Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: LzzrdKing who wrote (3630)	9/26/1997 10:57:00 PM
From: D.J.Smyth	of 25960

Well, King, I'm not going to flame you. Your scenario, if correct, would play out, as you say. The "2 year" life of DUV also concerns me from the article. Semis, however, have been giving the life of DUV five to ten years. It is really puzzling where the writer came up with 2 years. Competing technological methods wouldn't necessarily be ready in 2 years, so where is this 2 years coming from? Specialist? Anyone? How valid are the other infrastructure claims Specialist? Anyone? I've already given my opnion but would like to hear from others who are more versed in current/future demand for this technolgy. It is possible that the analysts spoke with others in the industry which are "hot" on competing technologies and gave glowing reports of new technology coming on line. But how solid is the ground on which the EUV and XRayers stand?

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