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Technology Stocks : Cymer (CYMI)

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To: fellow who wrote (23710)	12/3/1999 8:26:00 AM
From: Jerome	Read Replies (2) of 25960

CYMI vs COHR revisited. While there is great skepticism on this thread about Coherent's ability to compete with CYMI in the SEMI market with their lasers a few things should be kept in mind. As Ian stated CYMI's lasers at the moment are superior and do dominate the the semi market. But Coherent has the engineering laser experience to develop a better product. They also have the financial resources to come up with a better product. It could come to play that Coherent with a better product may decide to compete on price. The market is growing and not all applications demand the latest cutting edge technology. Market share is a tricky matter. Two makers of a similar product may define "their market" in different ways. More importantly competition is good. It will keep CYMER focused on what they do best. It will keep Coherent focused on developing a better product. The consumer will will benefit. From an investment standpoint which is the only reason to own either of these companies Cymer for now deserves a heavier weighting. Investors should read the last quarterly report of both companies and make their own decisions as to where their investment dollars belong. Regards, Jerome

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