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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (10745)11/30/1997 8:47:00 PM
From: FJB  Read Replies (1) of 25960
 
Zeev,

20% for lithography sounds about right. DUV tools start at $5.5M. By the time the market for 0.25æ tools reaches the saturation point you speak of, we will be ready for the shift to 193nm lasers which should accelerate growth for Cymer again. Of course, three years or four years after that market becomes saturated, the industry will begin the transition to EUV(soft x-rays) which should give Cymer another boost. I won't try to predict what will come after that.

Bob
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