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Technology Stocks : Cymer (CYMI)
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To: Mani1 who wrote (23132)9/26/1999 9:25:00 PM
From: orkrious  Read Replies (1) of 25960
 
Again, DELL's appreciation was more due to market share gain that anything else. Cymer does not have that opportunity.

Good point, although I disagree that their performance was more due to market share gain that anything else. Their gains were due to a combination of market share gains and the fact they are a money making machine and have a superior model.

Obviously CYMI's gains aren't going to come from gaining share. They will come from having a product that every chip mfgr needs, in a rapidly growing market, combined with superior management.

Jay
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