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 (16381)	4/7/1998 12:08:00 PM
From: Yakov Lurye	Read Replies (2) \| Respond to of 25960

Re: I expect them to beat estimates this quarter and so do a lot of other people on the thread. Next two quarters? ... a flat quarter or two would not be a surprise Given the considerable series 5000 inventories at customer premises, the backlog after this Q when measured in total number of laser units is likely to be flat or slightly down. In monetary terms, this may not be the case, because 5010 lasers should be more expensive. Haven't seen any 5010 price quotes yet. During the last CC, they'd told that they will not report orders measured by the number of units, only the monetary value. An interesting question that will be probably raised during the CC is whether the series 5010 orders mentioned in recent releases are "new" or do they represent upgrades of the existing 5000 orders. Regards, Y.

To: FJB who wrote (16381)	4/7/1998 3:29:00 PM
From: Bryan Steffen	Read Replies (2) \| Respond to of 25960

Re: 3. Um, stretching the life of processors in a time of increasing competition? The industry doesn't work that way. The increased competition in MPUs has accelerated every company's move to more advanced processes. We've seen a contraction in process generation lifetimes. Then how do you explain sub-$1000 computers with Pentium 166 or 200 mhz processors? They have been out for quite some time. I have not and don't track the life of different processors in the market, but my perception is that they are staying around longer. Besides, Computer manufacturers are offering the sub-$1000 with older processors. Plain and simple because they are cheaper. To reach greater penetration levels of PCs into homes, you've got to offer cheaper PCs. Cheaper PCs mean older processors. Regardless of smaller die cuts no manufacturer will be able to offer a 333 mhz pentium or whatever is the newest fastest chip available for under $1000. Chip makers and computer manufacturers will use slower processors longer. That is my main argument. Correspondingly, chip makers won't roll out smaller architectures as fast. Bry