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

To: Mr. Aloha who wrote (13745)	1/30/1998 9:00:00 PM
From: Cymeed	Respond to of 25960

Following are the guestimate of orders received from each of the four main DUV stepper/scanner manufacturers. Thanks to Mr. Aloha for providing the past data. In 1997, 460 lasers are shipped. Nikon............ 39% 179 lasers Canon............ 25% 115 ASM Lithography.. 24% 110 SVGI............. 6% 28 From the previous data (see below), the Quarter_4 97 shipment looks like this from extrapolation. Q_4 97, Toatal = 133 Nikon------------ 34% 45 Canon------------ 25% 33 ASMLF------------ 24% 32 SVGI------------- 11% 15 Obviously, SVGI's market share is on the rise (6% to 11%), Nikon is on the drop (39% to 33%). ASM (24%) and Canon (25%) remained the same. My personal guess, SVGI's rise might have something to do with Intel, AMD, or the U.S. DRAM fabs. Here's were CYMER's business has been in the past... For the first 9 months of 1997, total shipped = 460 - 133 = 327 Nikon............ 41% 134 ASM Lithography.. 25% 82 Cannon........... 24% 78 SVGI............. 4% 13 --------------------- For 1996, total shipped was 145 lasers. Nikon............ 31% Canon............ 30% ASM Lithography.. 19% SVGI............. 10%