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


To: Char Govar who wrote (16007)3/24/1998 10:26:00 PM
From: FJB  Read Replies (1) | Respond to of 25960
 
RE:How does this change the estimate that CYMI has 80% of the market? Still true?

Well, they seem to have 100% of the lasers in production and probably over 80% shipping.

Cymer is not aware of any other lasers being used in production. You can read that in the CC notes here:
geocities.com

Lambda received about 8% of the orders Cymer did in the past quarter.
Customer demand continued for our excimer laser for lithography as almost $5 million of orders were received during the quarter.
biz.yahoo.com

I don't know about Komatsu, but Lambda has the better laser vs. Komatsu, so make your own assumptions there.

Bob