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Technology Stocks : Silicon Valley Group
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To: David Aegis who wrote (1660)5/15/1998 10:28:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
David,

An outstanding post by Pat Mudge on the CYMI thread provides
coverage of Cymer's annual meeting.

Message 4478933

An extract follows:

Industry conditions:

* DRAM price/supply imbalance
* Regional economic challenges: Japan, Korea, SE Asia, North America --- Japan is the
biggest.
* Lithography is hot area: no matter what, you must have this.
* Revenue flatness, but no down-turn for next 2 Qs.
* More cos are delaying transition to 300mm and using die size instead. This helps Cymer.
* Stepper to scanner transition --- tool of choice --- 50 - 80% of tools in '99 will be
scanners.


... and an extract from Message 4477484

indicates that DUV Lithography $ will double in each of the next 2
years with Scanners getting the lion's share; and SVGI has the lead in
Scanners and you can buy it for less than book. Isn't America great?
:-)

Forecasted DUV $ (millions) (I believe the total $ are from Dataquest)

Year Total$ Lasers$
97 1000 200
98 1500 250
99 2800 400
00 4500 600
01 5000 800
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