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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (13962)2/3/1998 9:46:00 AM
From: Ian@SI  Read Replies (3) of 25960
 
Bob,

Re the shipped vs installed.

CYMI ships its lasers to Canon, Nikon, ASMLF and SVGI - the stepper makers. The use of the verb "installed" during the conference call was in the context of "installed at chipmakers" - i.e. the stepper makers' customers, companies such as INTC, MU, ...

The significance is,

1. "are the stepper makers able to manufacture efficiently, or are they just adding to backlog?"

2. "are the steppers making into production fab lines which would indicate an imminent explosion in demand for steppers and thus CYMI's lasers.

If this info has already been posted, sorry for the redundancy.

Ian.
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