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Technology Stocks : Cymer (CYMI)
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To: TideGlider who wrote (13943)2/2/1998 10:34:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
I look at the above and it appears to me Angus is saying the number
shipped will be approximately the same as the number installed. It
appears as he is saying the first quarter will see approx 82 or 83
lasers shipped.

The statement seems kind of ambiguous to me. Since Deanha was asking if the total number installed would finally grow to a greater number than quarterly shipments, you could also interpret the answer to mean that the number they ship will be equal to the total installed base of DUV machines at the end of the next quarter. That might be more than 82 or 83 with only some of those shipped actually getting installed during the quarter --hence the 82-83 plus some number of new installations = the number shipped during the quarter.

Baird
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