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


To: Elroy Jetson who wrote (18466)7/15/1998 2:22:00 AM
From: Christopher Gates  Respond to of 25960
 
Just got back from Semicon. Cymer was showing a 5010 in their booth. Lamda Physik was showing a 248nm, 193nm ARF and a F2 157 nm in their booth. No one was in the Lamda booth. There was four people (without Cymer badges) in the Cymer booth.

The Lambda laser looks a little smaller but the brochure shows that sevice is from both the front and rear. I belive that the Cymer laser only needs to be serviced from the front.

My favorite part of the Lamda brochure is the graph that shows world wide sales and bookings gradually increasing from 92 to 95 with a spurt in 96. The kicker is that there is no $ amount on the graph and no way to gauge if this 40% growth in 96 was on top of $100 or $1000. Also since this is June of 98 I would think they have had time to put the 97 block on the graph, unless it went down?



To: Elroy Jetson who wrote (18466)7/15/1998 8:58:00 AM
From: Curlton Latts  Respond to of 25960
 
Elroy- There will be an acceleration of sales growth for CYMI lasers due to Intel's announcements regarding their plans.

Good Luck To Each And All

Curly

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[6.6]
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To: Elroy Jetson who wrote (18466)7/15/1998 10:34:00 AM
From: Darryl Olson  Read Replies (2) | Respond to of 25960
 
Elroy - you ask a good question. Perhaps someone on the board has a concrete answer. The question it raised in my mind is "will the Intel purchases come out of existing stepper inventories or will they require laser builds?"