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Technology Stocks : Cymer (CYMI)
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To: Mani1 who wrote (21997)5/7/1999 2:50:00 AM
From: Clarksterh  Read Replies (1) of 25960
 
Mani - Cymer did better in the last downturn because 0.35 to 0.25 was a very large and important step due to the light source. That was only a one time event and will not be repeated in the next down cycle.

Incorrect:

1) There are still many plants which have not yet made the step to 0.25

2) When stepping from 0.25 to, say, 0.15, there will be more layers which will be 0.25 or below. In the move to 0.25 only one or two layers were made 0.25, but as the critical layers move to 0.15, some of the non-critical layers move to 0.25 and below.

Clark
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