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Technology Stocks : Cymer (CYMI)
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To: Mani1 who wrote (21997)5/7/1999 7:06:00 AM
From: orkrious  Read Replies (1) of 25960
 
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

Totally not true. I am not sure what the percentage is, but there are a VERY LARGE number of obsolete steppers out there churning out chips at > .25. Further, moving down the finer linewidth spectrum is going to be just as important for companies to remain competitive as it was for those moving from .35 to .25.

Jay

PS Oops, I see Clark has already said this.
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