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

To: D.J.Smyth who wrote (5804)	10/23/1997 1:12:00 AM
From: FJB	Respond to of 25960

I think you have a major point there! The Komatsu laser performs very well in Komatsu's lab, yet Cymer gets all the orders and has all the production capacity. :-) In fact, based on the report, Komatsu will be able to make 7 lasers/month in Q1 with little potential for an upside surprise according to Goto, while Cymer claims to have capacity for 1000 lasers/year at the end of '97. Let's assume this to mean at least 70 lasers/month by year end. This is at least a 10 to 1 manufacturing capacity advantage. Not too shabby! Bob