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Technology Stocks : Cymer (CYMI)

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To: cluka who wrote (22760)7/28/1999 9:39:00 PM
From: Curlton Latts  Read Replies (2) of 25960
 
>>>>Komatsu, the main competitor, is struggling as it moves
into production. We think our gross margin assumptions are also
conservative<<<

I'll say. If you listened to the conference call and did the math on installed units through today - CYMI owns about a 98% market share. In terms of units in production the market share is still 100% percent I believe - not even Microsoft Windows can claim 100%. What is the gross margin on a 100% market share? Let your imagination fly.

Good Luck To Each And All

Curly

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