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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (69944)4/23/2003 1:20:59 PM
From: chomolungma  Read Replies (1) | Respond to of 70976
 
If we ever have a semi-equip recovery <g>, I think CYMI will do very well. Their ASP has moved up nicely and their spares and service business is becoming a bigger portion of sales. This is high margin business. I think there's a sweet spot here that will be very kind to Cymer. I haven't listened to the call yet.