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


To: Mr. Aloha who wrote (7353)10/30/1997 2:14:00 PM
From: Darryl Olson  Read Replies (1) | Respond to of 25960
 
Apr-June represents Cymer's 2nd quarter. Thus, if the competition is serious about keeping pace, things should get very interesting during the 3rd and 4th quarter next year. Cymer has already stated that the picture looks good for the next two quarters.

The story continues to unfold.



To: Mr. Aloha who wrote (7353)10/30/1997 2:30:00 PM
From: Gary Hoyer  Respond to of 25960
 
Notes from SVGI CC provided by David Aegis:

..SVGL in particular appears to be well positioned vis-a-vis the competition. SVGI is making a heavy investment in the Lithography division. They are putting in a second manufacturing building, and plan to invest $70 million in cap ex in this area in fiscal 1998.

..SVGL is on track to be at a 200 machine per year run rate by this time next year.


techstocks.com

Gary.