Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (20912)	2/1/1999 6:15:00 PM
From: FJB	Read Replies (1) of 25960

are you not concerned that the DUV segment of the business (the semi equip business) is not showing the same trend of increasing booking as the rest of the industry? The backlog is an iota lower then the already quite low shipments (bookings). I would say that CYMI's business, being more in line with fab renovation than completely new fabs, should have been recovering faster then the rest of the business. Something does not ring right, and I am not sure yet what. The concept I believe you are failing to grasp is that Cymer has what can best be described as a "channel". The lasers that are in WIP at integrators must be sold with steppers, before new large unit orders are placed. It's really quite simple.

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