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Technology Stocks : Cymer (CYMI)
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To: Rustam Tahir who wrote (21344)3/16/1999 4:19:00 PM
From: Justa Werkenstiff  Read Replies (1) of 25960
 
Rustam: Your post touched upon the bootstrap factor. Unit shipments are important but ASP is the bootstrap to the bottom line. It is estimated to be 40% greater at .13um when compared to .18um ($700k vs. $500k) per unit.

Komatsu is a second source status supplier to Nikon. And that is the way it will be for the forseeable future. Nikon meets with Cymer every so often to pound them on pricing with a Komatsu threat. Cymer listens and then maintains or raises its prices. Nikon pays the higher prices. And the cycle repeats itself.
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