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Technology Stocks : Cymer (CYMI)
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To: Jess Beltz who wrote (9816)11/17/1997 12:15:00 AM
From: Elroy Jetson  Read Replies (3) of 25960
 
If you are correct that Asian chip manufacturers will be unable to make the migration to the new smaller UV based chip size because of Japanese bank failures, they will end up in the low-end commodity portion of the chip market.

American manufacturers like Intel who can afford the transition, with their cost basis reduced by 2 1/2 fold by the transition will own any portion of the market they choose to compete in. Lower sales for Cymer could mean an incredible advantage for Intel, Motorola etc. Does this seem like a likely scenario? Intel is bargain basement if this comes true.
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