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To: FJB who wrote (10761)11/30/1997 8:56:00 PM
From: Zeev Hed  Read Replies (2) | Respond to of 25960
 
Bob: I was a little conservative using just $3.4 MM for a DUV tool, with your $5.5 and Cymeed 2000 units annualy we would get to $11 Bilion annualy which is 36.6% of a universe of $30 Billion, rich in my opinion, particulalrly in view of the fact that not all production is going to migrate to DUV, even in 4 years. Furthermore, in a year or two some other producers of eximer lasers are sure to appear.

Any one knows what is the current count of wafer fabs?

Zeev