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

To: David Harker who wrote (16751)	4/20/1998 5:35:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

We've heard all kinds of comments before.. I want to see the "BEEF" before I comment. I've said it before and I'll say it again. The market for DUV lasers is getting hot and will get hotter. There's plenty of room for other players and it would be naive to think others won't compete. Cymer will give us more direction in a few days. Komatsu likes to talk, just like L-P. That's my opinion. Aloha

To: David Harker who wrote (16751)	4/20/1998 5:37:00 PM
From: FJB	Read Replies (4) \| Respond to of 25960

Doesn't seem to be a big deal. Komatsu "hopes" to capture 20% of the market in fiscal 1998. Let's be generous and give them 15%, based on the order rates of Lambda they have about 8%, so this leaves Cymer with 77% of the market which is pretty close to historic levels. Of course, if they could capture 50% in two years this would be a coup. I think the probability of this happening is close to nil. I say follow the money. Cymer's results as the year progresses will tell us whether Komatsu is full of hot air or not.

To: David Harker who wrote (16751)	4/20/1998 7:23:00 PM
From: D. K. G.	Respond to of 25960

Cymers sales to the gang of four Litho as % of Revenue 94 95 6 mo 96 96 3 mo 97 6 mo 97 9 mo 97 97 ASML ? 18.00% 22.00% 19.00% 19.00% 22.00% 25.00% 24% Canon ? 19.00% 37.00% 30.00% 13.00% 21.00% 24.00% 25% Nikon ? 27.00% 20.00% 31.00% 54.00% 46.00% 41.00% 39% SVGL ? 1.00% 7.00% 10.00% 3.00% 5.00% 4.00% 6.00% Total 41.00% 65.00% 86.00% 90.00% 89.00% 94.00% 94.00% 94.00% Currently 14 of 55 Cymers' end user customers are japanese: techstocks.com ASMLF's Stepper Capactiy: techstocks.com ASMLF has stated that 60% of the steppers they intend to ship in 98 will be DUV. An excellent post for the more recent investors on the entire market outlook: Originally posted by Maxwell. I copied it into my files sorry I do not have the direct link. techstocks.com