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Technology Stocks : Cymer (CYMI)

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To: Tulvio Durand who wrote (11148)12/7/1997 6:07:00 PM
From: ForYourEyesOnly  Read Replies (3) of 25960
 
Tulvio,

To produce 1000 units/month, Cymer will need enough of the following:

1. Factory space
2. Subcontractors
3. Supply of key components
4. Design engineers
5. Assembly/test engineers
6. Installation/service engineers
7. Assembly/test equipment

Do they have all of the above, or just the factory space and assembly equipment?

I would say that Cymer does not actually have numbers 4, 5 and 6 right now, or they would be bleeding money because they are only producing at the rate of 500 units/year. So what are they going to have to do to ramp to 1000 units? They will have to hire the above engineers in volume, and train them. This is not an easy process, and makes me a little uneasy.

Any comments?

THC
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