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

To: FJB who wrote (19787)10/6/1998 5:32:00 PM
From: orkrious  Read Replies (1) | Respond to of 25960
 
Bob, do you know at what linewidth AMD produces its K6 chips? Assuming it's .25, can you take a WAG about how many steppers they might need if they can get 40% unit market share? Obviously, it depends on market size, which depends on Japan, and AMD has nothing to do with the memory market, which is the biggest consumer of steppers. But I'm wondering how much AMD's growth will benefit Cymer.

TIA
Jay


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