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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (23435)	11/1/1999 7:57:00 AM
From: Rizzo	Read Replies (1) \| Respond to of 25960

Laser Market as presented at the AGM this year Akin's view of the market is as follows 1999 2000 2001 2002 2003 250 300 500 650 800 Check out Scot's summary at cymerian.com

To: FJB who wrote (23435)	11/1/1999 9:19:00 AM
From: fellow	Respond to of 25960

Bob- Thanks for the clarification. I thought Didier said there would be 6-7000 by 2002, as I said. Others have posted the SIA roadmap, but I've heard that lately the industry is moving much faster than the roadmap. I didn't see how they could produce 90+% of the 6-7000 by 2002. Even if it's 2005, wouldn't they have to be producing at nearly 100% KrF lasers, without producing ArF lasers? Regarding 1999- It sounds like Didier may be reading off two different pages: >>Deahna: K=Ok. And last question, Pascal, what do you think the laser market will be in units in 1999? Didier: What do I think the laser market in 1999 will be? Angus: 1999? Deahna: Yeah. This year. Didier: Jay, I don't have that number with me, but I'll be more than happy to give that to you ? I'll give it to Bill later on today, so if you guys have a one-on-one, I'll give you that.<< and: >>Didier: No, because the thing you have to realize is the 248 nm wavelength is really at the beginning of its lifecycle. I mean there will probably be about a thousand 248 nm tools installed at the end of 1999. And there is a market potential of about 6 or 7 thousand of those tools over time. So even when we talk about a transition to ArFl, this is something which is about 2 years away. << About the copper- I was blessed with a returned call from Bob Akins about two years ago. It was the day IBM reported it's copper interconnect technology (or is it the whole IC?), and I wanted to know if it impacted Cymer or Lithography. I'm not a fab rat. He said it would not, as you just said. I guess it was a dumb question to ask again, but Dr. Bob cared enough to spend 15 to 20 minutes talking to me. Unfortunatley for me, I loaded up at around 31 and sold at 15 for a tax loss at the end of December but then bought back later at the same price. What else was confusing? Cheers- fellow