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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (22844)8/10/1999 2:12:00 PM
From: FJB  Read Replies (1) of 25960
 
Zeev,

It is quite possible that this is even too early in CYMI "corporate life", since we must assume that they are still struggling to execute the establishment of a "market driven" philosophy within the market they operate (thus the very large expenditures last year in establishing a worldwide service organization).

Yes, Cymer is too young to diversify and losing its focus now could be bad. As far as being market driven, that is the only reason they have been successful to this point. Acquiring a solid-state DUV laser company may prove to be a good move in the future.

What are the turnips saying about Cymer and the SOX? I would guess they don't like the current action.

Bob
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