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Technology Stocks : Cymer (CYMI)
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To: Gemini who wrote (12206)1/1/1998 11:53:00 PM
From: Tulvio Durand  Read Replies (1) of 25960
 
As Akins explained it, the stepper manufacturers are a super secretive bunch, and their business health depends very much on being able to maintain secret their plans, problems, production rates, suppliers, etc. A production snafu at Nikon, if it became public knowledge, could create rapant defection of its customers to Canon or ASM or SVGI. Since Cymer wants to retain its status as preferred supplier (in light of competitive products from Komatsu and Lambda Physik) it is not unreasonable for Cymer to honor its customers' wishes of secrecy. But I agree with you that having the visibility you ask for would sure be nice. Tulvio
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