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

To: Maurice S. Green who wrote (16748)	4/20/1998 4:57:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

I found the story. TOKYO (Nikkei)--Komatsu Ltd. (J.KMT or 6301) has contracted to provide excimer lasers to three leading stepper manufacturers, the Nihon Keizai Shimbun reported in its Tuesday morning edition. Nikon Corp. (J.NIK or 7731) and Canon Inc. (CANNY or 7751) have contracted with Komatsu for half the excimer lasers for steppers shipped to the domestic market in fiscal 1998. ASM Lithography Holding NV (ASMLF) of the Netherlands is developing excimer lasers with Komatsu and plans to ship products with Komatsu lasers this fiscal year. Fiscal 1997 demand for excimer lasers was about Y25 billion. Komatsu hopes for sales of Y5 billion in the year ending March 1999, and aims to capture half the market by fiscal 2000, when annual demand is forecast at Y50 billion.

To: Maurice S. Green who wrote (16748)	4/20/1998 7:17:00 PM
From: Rod Scagline	Respond to of 25960

Komatsu is attempting to market their name. Because Cymer is the main player, Komatsu is trying to paint the picture of a stronger competitor. No one wants to buy from a minor player. (e.g. AMD vs Intel) AMD constantly releases hype like AMD plan to ship 60 zillion chips and take 30% of the CPU market. This gives short lived credibility but gets their name more recognizable. In addition, anytime a PC maker uses their chip a similar press release is issued. If you can attach your name to IBM, or HP then you also gain credibility. Below is Canon's real position on CYMER Wednesday March 11, 8:27 am Eastern Time Company Press Release Canon And Cymer Sign Extensive Partnership Agreement To Provide Worldwide Lithography Support SAN DIEGO--(BUSINESS WIRE)--March 11, 1998--Cymer, Inc. (NasdaqNM: CYMI), the world's leading supplier of the excimer laser illumination sources essential for deep ultraviolet (DUV) photolithography, and Canon, Inc.'s Semiconductor Production Equipment Group, today announced they have finalized an extensive and progressive agreement regarding all aspects of their association. Company officials report that this most recent agreement further augments the companies' existing strong alliance by defining their mutual focus on support and services, product reliability, warranty, selling, purchasing and forecasting. According to Edward Poplawski, assistant director of operations for the Semiconductor Equipment Division of Canon, Inc., U.S.A., the agreement may be the most comprehensive of its kind in the lithographic equipment segment of the semiconductor industry to date. ''Canon and Cymer have acted jointly in identifying and establishing a successful program that will reach and benefit all our global customers. We have a shared commitment to continue to enhance and improve the support we offer lithography end-users and device manufacturers in virtually every major chip producing region of the world,'' said Poplawski.