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Cymer Inc. Message Board

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  • dcxavier dcxavier Feb 9, 2002 4:09 PM Flag

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    Welcome back, beercur!

    Your observation about Dell dovetails with the Merrill analysis. The health of the PC business is critical to CYMI. The processors, memory, video chips (as opposed to comm chips, ASIC's, etc.) are the applications that are pushing the fine line widths. If PC sales slacken, I believe CYMI's business will also. CYMI management seems to be betting on recovery. The on-again/off-again nature of reported shortages of 193 nm scanners also leads me to believe that some deliveries are being pushed off, which also would be detrimental to CYMI's business. These are all just guesses on my part.