Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ScotMcI who wrote (20990)	2/3/1999 1:10:00 AM
From: David Fleming	Read Replies (1) \| Respond to of 25960

Many thanks Scott! I listened to the conference call, but got so much more from your transcript. Your efforts are greatly appreciated. DF

To: ScotMcI who wrote (20990)	2/3/1999 9:08:00 AM
From: BillyG	Respond to of 25960

Thanks again Scott. One thousand words from the CC paint the CYMI picture better than a thousand posts. The CYMI management are real pros. For all who are debating the compeitive landscape: <<Akins: Our detailed knowledge of what goes on inside of a competitor is as limited as it's ever been. Over the past few months, I think I mentioned our last conference call, we have had the emergence of a new competitor in Ushio, the Japanese manufacturer of the mercury bulbs. And they have announced at the last international ArFl conference that they too have launched an excimer laser development program, with focus on the ArFl generation. So we formally speaking have now three competitors in Komatsu, Ushio, and Lambda Physic. At the end of the year, 1998, we had 597 lasers installed at chipmakers. At the end of that same year, 3 competitors between the three of them had about a dozen systems installed at chipmakers. We monitor that position very carefully, and of course one of the reasons that we're continuing to make the R&D investment that we are is to try to move our company forward as quickly as possible.>>