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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (20234)11/18/1998 8:48:00 PM
From: orkrious  Read Replies (2) of 25960
 
Bob, is it safe to say that the stepper mfgrs aren't going to ship many steppers without new masks to be used with them? Because I just listened to the ETEC conference call and their business really sucks (though they still make money). This jives with your comment on DPMI and PLAB, but wouldn't we expect their business to at least pick up at the same time as Cymer's if not sooner?

Jay
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