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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (23178)10/5/1999 10:40:00 PM
From: FJB  Read Replies (1) of 25960
 
Ian,

Ever since CYMI went public, Yahoos have been falsely claiming that everyone from Sylvania to Safeway to Komatsu was taking market share from CYMI. So far, for all practical purposes, CYMI has 100% share.

This is not true. Komatsu is being installed at Japanese end-users. I can recall Cymer stating as much in the last couple of conference calls. I don't believe anyone is investing in Cymer strictly on their market share. Being long is more of a bet on them retaining a very good share(70% to 80%) of a growing, and for Cymer, profitable market.

Bob
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