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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (15742)10/25/1998 5:56:00 PM
From: Backfill  Read Replies (1) of 17305
 
Andrew,

I may have missed the answer to this question. But I will ask anyhow...reguarding Cymer...I know some SEMI_MFG companies have been purchasing a laser here and there. I know the 193s steppers are being manufactured and I know there has been some repair and maintenance revenue. My view is limited to the Austin area and still it only gleans some of the information available to make an intelligent decision about the short term future of this company.

1, How big do you suppose the market is for Cymer right now?

2, Has Intel, MU, Samsung, or AMD been ramping up DUV 248nm?

3, Have the Stepper companies been taking some 193 orders which would require a laser or two or three?

4, Is the installed base large enough now to support some healthy revenue from the R&M group?

TIA Jeff...
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