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Technology Stocks : Cymer (CYMI)
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To: ForYourEyesOnly who wrote (11060)12/6/1997 3:43:00 PM
From: Tulvio Durand  Read Replies (2) of 25960
 
"KOMATSU IS GOING TO BE A PLAYER IN THIS MARKET." Akins has stated that Komatsu will be a player, albeit a minor player, and welcomes them aboard so as to dispel the onus of being monopolistic. He drew a parallel to the present suppliers of Mercury litho bulbs where, of the several available suppliers, ONE supplies over 90% of them (sorry I forgot name of company). That principal Mercury-bulb supplier sells their product at about 10% MORE cost and delivers about 10% more reliability/life than those of its competitors. Chip makers are willing to pay a little more to get the more reliable tool so as to minimizes production down time. Akins envisions Cymer as being the principal supplier of DUV litho lasers because it offers superior performance at (perhaps) slightly more cost. For a performance comparison of Cymer, Komatsu, and Lam-P next generation ArF laser see: techstocks.com Thanks, THC, for the first person report on SEMICON. Sounds like Cymer hasn't totally solved its PR problems. Tulvio
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