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Technology Stocks : Cymer (CYMI)
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To: Doug Skrypek who wrote (21489)3/26/1999 12:11:00 PM
From: Curlton Latts  Read Replies (1) of 25960
 
I've talked to both Akins and Angus. Your comments are in no way consistent with what they say. Regarding talking to the customers, I've done that as well. they all have CYMI lasers. They also have a "copy exact" mentality about factory equipment purchases and rollouts.

Here's what Akins said about it at the last conference call:

Fitzgerald: So I mean it kind of begs the question then if you're NEC or Intel, why would you want a 5000 laser that's been upgraded when you can get a 5010? Have you run into those issues out there in talking to the end users?

Akins: Yes. In fact, one of the reasons why the conversion from the 5000 to the 5010 was and is faster than anticipated is exactly that particular dynamic. That once they learn about the 5010, many chipmakers of course want to insist that they receive that new laser on their machine. I'll also point out that especially when filling out some of the existing factories, many chipmakers have a "copy exact" type of manufacturing philosophy, which for them would mean that they would like to stick with the same laser that they have purchased in the past. And therefore, though there might be a latest-and-greatest product out there, there's still an ongoing demand for the 5000 series lasers.

The CYMER laser is being *insisted* on by the industry. Maybe you just don't get that.

Good Luck To Each And All

Curly

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