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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (23134)	9/26/1999 9:42:00 PM
From: Mani1	Read Replies (1) of 25960

Jay Re <<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.>> LOL, that is like saying the same thing. How about, Dell using a superior business model is dramatically increasing its market share thus resulting in earnings growth. Regardless, Cymer can not grow its earning over the next five years like Dell has over the past five years regardless of what they do. Re <<a product that every chip mfgr needs, in a rapidly growing market, combined with superior management.>> Agreed 100%. Mani

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