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: Mr. Aloha who wrote (14781)	2/18/1998 1:07:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 25960

Mr. Aloha --- I've only held CYMI for 3 weeks and have been trying to catch up ever since. My ASM source said the semi equipment market was $21.3B in the first 9 mos. of '97. Lithography was $3.4B of that. CYMI's IR director told me DUV is 60% of lithography and Cymer has 80% of that, "conservatively." From listening to AMAT's conference call, I learned their submicron, .25 and lower, market was 45% of business in Q1 '98 and would increase to 60% for the year, with higher margins on the newer systems. They said anyone who wasn't prepared for the new technology wouldn't be players. It was invest or be left behind. This optimism flies in the face of the Asian slow-down and I'll be anxious to hear up-to-date reports from tomorrow's presentations. Later -- Pat