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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (8957)11/11/1997 12:09:00 AM
From: Apple12  Read Replies (1) of 25960
 
Problems ahead possibly, a quote by Carl Johnson in latest Infrastructure.

Not everything we heard was bullish during our travels. One of our goals
during the AEA Conference was to assess the status of DUV lithography.
Although DUV stepper shipments appear to be growing nicely, many device
manufacturers have expressed that this transition is much more difficult
than originally anticipated. One analyst, who will remain nameless, told us
that DUV steppers purchased by one semiconductor company were "printing nice
circles". Ultimately, these problems will be resolved but for now we would
caution investors about the near term prospects. In our Monthly Letter
we plan to continue with our next generation lithography study along with
an update on how some of the players are doing in the DUV market
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