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

To: Ian@SI who wrote (18805)	7/27/1998 10:32:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

I didn't take very good notes, since I've come to wait for the transcript from Scott, but here are some main points. Business environment still ugly $425K ASP in just finished Q, expected to continue rising Unit sales have been trending down and will continue to do so for at least a quarter or two Cymer is marketing directly to chipmakers Service packages sold directly to chipmakers, 'cuz that's what they want WIP down 5% at stepper vendors Current backlog considered firm Discussion of what to do with current laser inventory at stepper vendors, an upgrade to a 5010 would be a "revenue event" for Cymer Chambers replaced once or twice a year 5010 and 5000 series are based on a common enclosure Orion-6000 requires new enclosure for power/cooling subsystems Breakeven revenues at $46M *Competitors like to hype future products, Cymer likes to focus on production worthy laser systems Cont. in next post...

To: Ian@SI who wrote (18805)	7/27/1998 10:44:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

0.18 production can happen without PSMs, but OPC will most likely be used Masks will not be a bottleneck to 0.18 production KrF is the acknowledged path to 0.18 production An analyst named Wu, said something to the effect of >>I hear the Komatsu lasers DON'T WORK SO GOOD<< :-) ArF shipments comprise about 5% to 8% of shipments in any given quarter for Cymer Cymer employs parallel design teams Still looking for excimer laser talent Claim to have 65% of the world's brain power in excimer lasers Their LT-investments are Munis Headcount is 806 That's all I can make of my chicken scratch.