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

To: FJB who wrote (20108)	11/2/1998 8:05:00 PM
From: orkrious	Read Replies (2) \| Respond to of 25960

Bob, at the risk of boring the thread, I still don't understand. If Intel needs to produce 1 million chips, the equipment they need includes a stepper containing an excimer laser. I have no idea how many laser pulses it takes to produce the 1 million chips, but for the argument lets assume it is 10 million pulses. If one laser has to be replaced every 5 million pulses instead of every 2.5 million pulses, then Intel only needs 1/2 the number of lasers to produce its 1 million chips with the longer-lasting technology. Consequently, the number of Cymer's lasers needed gets cut in half. I understand that the stepper will use the laser it's matched with until the technology is obsolete. Still, the lasers only last for so many pulses before the laser unit itself has to be replaced within the stepper. I am certain that there is just some fundamental piece of the puzzle that I just don't understand and you can set me straight. Thanks. Jay