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Technology Stocks : Cymer (CYMI)
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To: Alex Abuin ?+!=$$$ who wrote (22179)6/9/1999 4:41:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
AA,

It's not far off, but you're missing the fact that CYMI's lasers are under $600K; they have a monopoly today; they can't gain share.

CYMI will do very well; but I'd diversify.

At about the same risk level or perhaps a little less is one of my favourites: MTSN.

MTSN hasn't moved as much as most of the other equipment companies such as AMAT, NVLS, KLAC, TER. Yet it has 300mm tools qualified in each of the 300 mm consortiums; and has had some very positive developments during the past 6 months.

On a %age basis, there's probably more upside in MTSN.

Essentially, I'd spread my enthusiasm around at least 4 or 5 leaders in their sector that haven't already exceeded their all time highs by a wide margin.

Just my 2¢ worth,
Ian.
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