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Technology Stocks : Cymer (CYMI)
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To: TideGlider who wrote (18073)6/15/1998 1:25:00 PM
From: MtnMan  Read Replies (2) of 25960
 
TG or ZEEV or Curly- Based upon existing technology, and existing companies' ability to service what they sell, there is X amount of demand for DUV machines. In you opinion(s) what percentage of X has been satisfied to date and what is left. My worry is that with flat demand, maybe semi mfgs defer their purchases and in the meantime (over the next year) something new (or an improvement on other existing processes) emerges, discounting CYMI's tech lead. So I'm just trying to get an independent idea of how much conversion (and growth) is left to go. Gracias. -Neal
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