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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (20256)11/21/1998 11:39:00 PM
From: Greg Jung  Read Replies (1) of 25960
 
The new model (5100?) have greater lifespan and more economical operation than the 5000, in the same form factor. However they sell an "upgrade kit" that makes the 5000 unit about as good as the new model. They anticipate the customers taking advantage of this and so not making use of some of the spare parts for mainenance of the 5000, hence the anticipated inventory correction in the next quarter.
The 6000 series (?1 in evaluation) will be used in new tools and won't be fitted to the old tools.

Greg
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