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Technology Stocks : Cymer (CYMI)
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To: WWS who wrote (15582)3/8/1998 6:08:00 PM
From: Tulvio Durand  Read Replies (2) of 25960
 
How important is the next Q's flat revenues warnings at INTC, CPQ, et al to CYMI's growth? Other than sympathetic relationship I don't see any negative impact on CYMI's revenues and earnings. If anything, it portends more business for CYMI since box makers and chip makers are forced to increase productivity in order to cut prices and gain market share. And the road to greater productivity is by switching from low yield (small wafers with large printing) steppers to the state-of-art DUV-laser equipped scan-and-step tools with "Cymer inside". Comments? Tulvio
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