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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Scott Brooks who wrote (19129)	5/1/1998 5:35:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

* OT OT OT ** Re CYMI / ASMLF If you read ScotMcI's notes from the last earnings conference call, you will discover some clues. Others include: ASMLF is only 1 of CYMI's customers. It's taking DUV share from both Canon and Nikon. SVGI and ISI are bit players and don't really count from a CYMI perspective. So ASMLF can grow without similar growth being seen in CYMI's sales for the short term at least. NIKON is rumoured to have attempted to corner the CYMI laser market (sort of like the Hunt brothers with Silver). Instead of cornering the market, CYMI ramped up capacity much faster than anyone expected they could. NIKON now has a large inventory of lasers to work down and they were the largest customer. Meanwhile, ASMLF is able to get the newer, faster, more powerful, longer lasting lasers while NIKON has some less capable devices on its shelves. Bright picture for ASMLF, not so bright for NIKON, and a bit of a pause for CYMI. Hopefully this has helped you consider removing one item from "...the increasingly long list of things that [you are] too dull to understand." ;-) The market is always right even when it's wrong. <vbg> Ian.