Can of worms are good, do not worry about it. In the last q CYMI must have shipped some 90 to 95 units, and more important their new 5010 got some 16 MM in orders or more than 30 units, and they are not sitting on their laurels either they are busy with getting the Orion off the ground. Lambda is still trying to emulate the 5000 series. One of these days, both Lambda and Komatsu will be valid competitors, if they keep investing through the next down cycle in development. I think that this down cycle is more or less petering out (few more months of suffering, typically the tail end is the most vicious one however). During the next up cycle it will be up to Komatsu and Lambda to capture a critical mass in this market (which unfortunately, I do not know what it is, but I would guess at least 150 lasers/per year). Both are a long way from achieving this, and the question is if management will want to stay the course through the next down cycle. Of course, by then we will start asking, what comes after DUV lasers?
Zeev |
