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

To: Proud_Infidel who wrote (18725)	7/26/1998 12:30:00 PM
From: TI2, TechInvestorToo	Respond to of 25960

Independent of when the whole 1k capacity comes online, a lot of it already has come online. I think this capacity will make backlog artificially low ( it still could be good -but artificially low). My reasoning is that with the hope, desire, promise of competitive suppliers , stepper companies can wait until the last minute to place order with CYMER since they have all that manufacturing bandwidth (VBG) to respond quickly. The stepper companies can wait till the competititor does not perform and then go with the known standard. The challenges of ramping and being king of the hill! TI2

To: Proud_Infidel who wrote (18725)	7/26/1998 11:03:00 PM
From: Greg Jung	Respond to of 25960

Brian, I thought the infrastructure was pretty much in place but they don't need (yet) the capacity and scaled back the frenzied expansion pace long ago so as not to be ready for full utilization (which the industry doesn't have a need for). When they start selling 1000/yr will be when 3000 will be needed over three years. Greg