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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (19013)8/13/1998 7:11:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
Bob,

I'm wondering if it is possible to work backward from the scheduled copper projects list to work out a time line for equipment orders. Perhaps someone more knowledgeable about the required lead times could calculate when CYMI lasers would have to be ordered to make DUV equipment for fabs to be ready to go by the projected dates.

Assuming the dates are reliable, it might give some idea of when CYMI would start seeing some significant new business.

Baird
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