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: FJB who wrote (11152)	12/7/1997 11:42:00 PM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 25960

Wait: "Cymer only has four customers who basically know now many Cymer lasers they will need six months to a year in advance. They were not going to get new customers at Semicon! They talk to the entire market for their products on a day to day basis." You seem to be missing a major point: ALL DEVICE MANUFACTURERS WHO PURCHASE DUV STEPPERS ARE EITHER CYMER CUSTOMERS OR KOMATSU/LP CUSTOMERS. Have a nice day.

To: FJB who wrote (11152)	12/8/1997 11:08:00 AM
From: Patient Engineer	Respond to of 25960

Bob, Re:"Cymer only has four customers who basically know now many Cymer lasers they will need six months to a year in advance." On the surface, this is true, but Cymer's real customers are the fab guys. Cymer needs to get those guys to ask for Cymer by name (Cymer Inside). Nikon keeps talking about having Komatsu as a "2nd source." This would be very bad for Cymer. Cymer needs to create enough of a marketing impression that customers would reject the notion that Nikon would choose what laser is inside their stepper/scanner. When you buy a PC, you don't care what DRAM they put in it. The result is that DRAM has low margins. You do care what processor is inside. Cymer needs to sew fear in the minds of the fab guys. Fear that if they don't get a Cymer laser, they will be using risky technology. Intel doesn't worry about marketing to Compaq and Dell. They know that the key is the end user. Cymer is in the same boat. I don't know that dancing girls are the answer, but an investment in marketing to the end user (the fab engineer) is worthwhile for Cymer.