Yakov, in regards to your question:
<< The question is though how many lasers does ASMLF have in stock already - if their inventory is high, they do not have to order additional lasers right away.>>
Consider IBD write up on ASMLF:
Message 3227997
Excerpt:
Sander also belives that ASM's shift to deep UV will reduce its risk, since customers will cut orders for the older, less efficient technology first. "Since ASM is really generating a lot from the deep-UV area, which still is a stronger area than other parts of business, they could continue to grow through a downturn", he said. In addition, ASM's production is already booked through '98, Sanders said."
These comments would lead me to think that ASMLF does
not have inventory that could fill the change in this order.
Unless it was taken care of in between fall and winter press
releases. I don't think that is likely, there is usually a
lag in the date of the announcement and the actual shippment.
Therefore I think this shift to all DUV has not been
accounted for. My best guess, I could be wrong.
Thank you for that perspective, I had not thought of it.
Regards,
- D
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