To: Sunny who wrote (22804 ) 8/4/1999 12:22:00 PM From: ScotMcI Read Replies (3) | Respond to
At the annual meeting (my transcript of it is at cymerian.com , Akins said that, as of March 1999, the production lasers installed at chipmakers wasFitzgerald: And just one last question, it's kind of a general question here, but when you look at what you guys gotta do to build out the infrastructure here, is the market large enough for one of these second players in the market to come in and kind of duplicate the global infrastructure and be able to make money at it?I think that it's a good assumption to say that the industry demand for a second source is going to make do with whatever distribution and/or servicing infrastructure can be put in place for that second – or third – source of lasers . We have been attempting, I think successfully so, to differentiate ourselves as a value-adding company that ties in not only to our technology development and manufacturing capability, but also to our global service infrastructure as well. And I will say that there's a growing trend that shows that when Cymer provides direct support for the laser, the overall uptime and chipmaker satisfaction are significantly higher. So we think that we've got certainly the best way to conduct the business, and it's now up to the competition to try to duplicate that.
