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


To: BillyG who wrote (7212)10/29/1997 6:30:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 25960
 
Billy, approximately how many fab lines are there in world if you know? All inclusive that is? Thanks for your response.



To: BillyG who wrote (7212)10/29/1997 6:48:00 PM
From: Melkon Khosrovian  Read Replies (1) | Respond to of 25960
 
>>analysts are wrong about Asia, at least in the semiconductor area. What are they going to do - sleep through the next generation of fab upgrades and lay everybody off?<<

Agree with you here. Wonder, though, what kind of price/margin pressures Asia's turmoils may put on CYMI over the next year? Even if the fabs can't avoid investing in the next generation of manufacturing equipment, how much harder will they negotiate on price?



To: BillyG who wrote (7212)10/29/1997 10:59:00 PM
From: Tulvio Durand  Respond to of 25960
 
Right on BillyG. You have assessed Asia's situation perfectly. Asia will not remain idle while the rest of the world retools for 0.25 microns and smaller geometry IC fabs. Quite the contrary, Asia will do whatever it takes to keep up with the West's state of art (meaning -- Asia will buy lots of Cymer DUV lasers). Tulvio