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Technology Stocks : Cymer (CYMI)

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To: ScotMcI who wrote (21897)4/28/1999 11:23:00 PM
From: Zeev Hed  Read Replies (2) of 25960
 
Scot, it is a no win situation a modern fab cost a billion bucks, it better make the most profitable product 24 hrs a day, or it will not pay for itself. No, typically, those outdated fabs make short runs, specials, and even analogue devices (yes, there is still demand for those as yet). Because they have a high percentage of "specials" and custom designs, the profits margins are thin and they are often just "surviving".

Zeev
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