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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (11064)12/5/1997 10:26:00 PM
From: ForYourEyesOnly  Read Replies (4) of 25960
 
1. Did previous Komatsu reports mention that they will be setting up overseas support centers? I think that they will be in Korea and Taiwan very soon, as these are not only crucial markets, but also countries where Japanese companies have adapted well to local business practices.

What is Goto's basis for denying the Komatsu production plans?

I own Cymer, and am not trying to tank the stock. I just want to stimulate realistic debate on this thread.

2. The article is part of a series introducing equipment that will be used to produce 300mm wafers. Since DUV will be a key technology, they included excimer lasers in the series.

3. Another magazine I got at the show reports that a 300mm wafer fab that produces 40,000 wafers a month will need 110 DUV steppers. Multiply that by the number of 300mm fabs to be ramped to 40,000 wafers/year and you can get an idea of how big this market will be!!!

Good luck.....

THC
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