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

To: Douglas Rhodes who wrote (7227)	10/29/1997 7:56:00 PM
From: TideGlider	Respond to of 25960

Dusty Rhodes: Why ain't you that country singin rodeo guy? Just kidding. Doug I believe they will sell 700 or more. They like to be able to beaa estimates. I think they better buy another building! :) Bruce

To: Douglas Rhodes who wrote (7227)	10/29/1997 10:28:00 PM
From: BillyG	Respond to of 25960

Thanks Dusty, I remember that Akins said 700 lasers, but I thought that he said that one of CYMI's customers estimated that the market could be as much as 1000. I didn't mean to mislead anyone. I'll see if I can find it. Well, I just found it, and you're right. It's great to have the transcript online. From post 6565: That expansion in San Diego and with Seiko now gives us the ability to put in place, uh - or have put in place - a raw capacity to produce more than 1000 lasers per year and the spare parts required to support them. I want to caution everyone that we don't plan to use that capacity to its full extent in 1998, and remind everyone that one of our customers recently told us that, in their opinion, the demand by chipmakers for Deep-UV tools in 1998 would be approximately 700 systems, and in the same breath said he doubted that the industry would have an industry-wide capacity to meet all of those requests. The Dataquest numbers were 500 systems, I think. Thanks, BillyG