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Technology Stocks : Cymer (CYMI)
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To: TideGlider who wrote (13943)2/2/1998 10:20:00 PM
From: Sweet Ol  Read Replies (1) of 25960
 
I still interpret his remarks to mean that he expects to sell as many lasers as there are steppers sold. In other words, the stepper guys are expected to keep a constant inventory for in-process and etc. They have probably been building inventory as they ramped up their production lines and now it is stabilizing.

To me, that means that future laser sales will be equal to future stepper (+scanner) sales. This suggests a higher number.

JMHO.

jrh
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