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Technology Stocks : Cymer (CYMI)

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To: TideGlider who wrote (13469)1/29/1998 7:15:00 PM
From: John Fedak  Read Replies (1) of 25960
 
cc continued:

looking forward...
asia "not to be taken lightly"
slowdown in eqip industury, not as much in areas such as DUV
anticipate 10-15% Q1 rev reduction

98 programs:
aggressive R&D & infrastructure expansion
'not going to trade future for short term benefits'
Raise the bar more in a single step than at any time in Cymer's
history.
New 5010 model in Q2
New Orion in Q3
Further widen gap between Cymer & competitors

10-15c/sh shortfall due to r&d + asia
DPV litho 28% growth through 2000
issues: DUV litho adoption, 300mm pushout, .18 micron mfg capacity
Only mfg with global support structure
Most advanced laser roadmap
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