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: ScotMcI who wrote (6577)	10/25/1997 10:53:00 PM
From: BillyG	Respond to of 25960

From the NY Times article. I'm aware, but not concerned. Longer term, two challenges face Cymer. One is the loss of its monopoly. Shimamura of Nikon said he expected that both Komatsu and Lambda-Physik would be shipping by early next year. Japanese companies, uncomfortable with reliance on an American company for such a key technology, are likely to buy heavily from Komatsu. Cymer has responded by contracting with Seiko Instruments to manufacture its lasers in Japan, but Komatsu has threatened a patent suit against Seiko. Making reliable lasers is easier said than done, however. Komatsu, for example, had to pull one off the market a year and a half ago. The other threat is that as transistors get smaller, a technique to replace the company's laser will be needed as early as 2005. But no such techniques have been proven. Lasers like Cymer's "will be used for 15 to 18 years," Akins said.