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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (22852)8/10/1999 3:35:00 PM
From: Curlton Latts  Read Replies (1) of 25960
 
Diversion - smersion, "stick-to-your-knitting" I always say.
A 10 figure market will be plenty big to dominate. Lithography is a market that will grow in leaps and bounds for the next 20 years minimum just as will the semiconductor industry. As the semiconductor industry grows at 15% per year so will CYMI ( after first sextupling from the industry transition to below .25) - 15% growth compounded annually on top of a sextupling will be phenomenal. To have a monopoly in the key enabling technology for the entire semiconductor industry is huge and I wouldn't want to see the company take its eye off the ball. The cash should be utilized for opportunistic cvt debt and stock repurchases just as they've done so far.

Good Luck To Each And All

Curly

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