SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Maxwell who wrote (7772)11/1/1997 11:22:00 PM
From: Gary Hoyer  Read Replies (2) of 25960
 
Maxwell, you said A good number for the demand of DUV excimer steppers comes from VLSI's research. They project the demand for the DUV excimer steppers for 1998 be 700. I still think the actual number will be much higher as the industry is racing to get to the .25um and 300mm.

Is it also your opinion that the stepper companies will collectively be able to build and ship that many steppers in 98? And if so why? The Morgan Stanley analyst in his 10/24 report went on and on about how he thought the stepper companies were overly optimistic in the number of steppers they could deliver. However, he didn't give a good explanation as to why he thought that way. I'm assuming he's basing it on the fact that Nikon is finding it harder to build these tools than they thought so everyone must be having problems.

Thanks again,
Gary.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News