Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TideGlider who wrote (6402)	10/24/1997 9:31:00 PM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Yes...lets not forget other one product or theme companies....JC Penny, Sears, Staples, Spwy, and a friggin million others....I wish some folks would just list a successful co. that can concentrated on a variety of diverse products and survived. Cymer is only on DUV as they saw and see a continued market..abn expanding market in exponential terms. They were going to open a BURGER KING back in the day. God Bless Akins for saying he could have lasers and whopppers at the same time! Look into it....it's true..! Bruce Ya'll need a good dose of "Dr. Bronner's Chips"!! Didn't think a guy from Jersey knew about Dr. Bronner then...did ya?

To: TideGlider who wrote (6402)	10/24/1997 9:31:00 PM
From: Narotham Reddy	Read Replies (2) \| Respond to of 25960

Intel clarifies plant delay explanation Another relief story for Monday Friday October 24 8:28 PM EDT SAN FRANCISCO, Oct 24 (Reuters) - Intel Corp said that it is delaying the opening of its $1.3 billion plant in Fort Worth, Texas due to a product switch at another plant in Israel, not due to weakening demand for flash memory chips. Intel said the plant in Texas was scheduled to make logic chips, which will now be switched to Israel, because the plant in Israel is closer to volume production. ''It means the capacity that Texas represented won't be needed until the future,'' said an Intel spokesman, clarifying previous reports on the plant. ''The unit demand for flash remains high.'' He added that there are many new entrants and the competition is very aggressive but that industry analysts forecast flash memory will grow in the future. Intel will counter the competition in flash with new products and by being aggressive in pricing and supply, he said, but he said Intel is not forecasting weak demand. The plant in Israel was to make flash memory chips but Intel said that the plant will now make logic and micrprocessor chips. ''The reason it was switched is the growing demand for microprocessor products and we can be in production and online in Israel quicker because the factory construction is further along,'' said Howard High, the Intel spokesman. He said the Israel plant was started about a year earlier than the Texas plant. More news

To: TideGlider who wrote (6402)	10/24/1997 9:40:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 25960

Thread, Re Cymer / Seiko capacity is 1000 lasers. Akins advised that by YE98, the whole company, Cymer will be able to produce lasers at the rate of 1000 per year. I believe they intend to produce many of those in San Diego not all in Japan. ASP went up sequentially Q-Q from about 425K to almost 500K. Also Akins advised that Cymer has generally been the high-priced supplier and has still gained market share. I wouldn't waste too much time worrying about ASPs in the short term. Ken, I have no advice for you, your clients or for that matter, anyone. I will freely share information that I believe is factual and I expect the same favour in return. What you recommend to your clients is up to you, the clients, and hopefully, on very rare occasion, your regulating bodies. Regards, Ian.