Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Mani1 who wrote (23102)	9/24/1999 8:45:00 AM
From: orkrious	Read Replies (2) of 25960

Mani, a few quick thoughts MSFT and INTC get a premium because of the large barrier to entry for competitors CYMI employs 2/3 of the world's brainpower in their technology. This alone is an enormous barrier to entry that cannot be matched. How many lasers per year would the industry need during the boom time? This is Akins' projections for the laser market over the next few years 2000 500,000,000 2001 750,000,000 2002 900,000,000 Dell gets a premium because proven, large, sustaining growth rate. True. This is one of my basic assumptions about what will happen to CYMI. It wasn't around during the last semi-equip upturn. Don't you wish you got into Dell at the beginning? You have that chance now with CYMI. Jay

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