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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (20315)	12/3/1998 12:10:00 AM
From: FJB	Read Replies (3) of 25960

This article from SBN is different from the original one they had posted on the SBN site concerning the 6000. The original was just a rehash of the original press release as most of the stories posted are. The most recent version has comments from Cymer's director of marketing. Keep in mind he is a marketing guy, but the forecasts are still interesting. Rowan estimated the total market opportunity for DUV lasers to be about $300 million this year, swelling to nearly $1 billion by 2003 as more and more chip companies move into smaller and smaller designs. Cymer now commands some 80% of the total market share for DUV lasers and sources, he said. semibiznews.com ASP is $875,000 on the laser. Holy cow! Keep in mind, stepper companies are charging $8M+ for 0.15 capable systems. Bob

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