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Technology Stocks : Cymer (CYMI)
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To: Steven Angelil who wrote (14603)2/12/1998 9:28:00 AM
From: TideGlider  Read Replies (1) of 25960
 
You mean this? <VBG>

To: +Ian Stromberg (16077 )
From: +ZhuGe KongMing
Thursday, Feb 12 1998 9:08AM EST
Reply # of 16104

It seems like everybody's thinking that the .25 will be the way to go. But does anyone
know exactly what kind of equipment AMAT is making for the .25? Many equipment
makers were discussed here. But seems that no one talked about CYMI, the center
piece pure play in the US for the .25 or under. I think CYMI makes the key lasers for
equipment to do the .25 and all the way down to .13. and they're holding at lease 80%
of the world .25 laser market. More than 60% of their sale goes to Japan, and their
Japanese customer sell the product/equipment to Intel and/or IBM to make the .25
chips. So where's AMAT here? Am I missing a lot?
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