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Technology Stocks : Cymer (CYMI)
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To: Rob-Chemist who wrote (23724)12/3/1999 3:35:00 PM
From: Robert Douglas  Read Replies (2) of 25960
 
All this worry about LP as a competitor is grossly premature. It's like sitting around worrying about the L.A. Clippers becoming a powerhouse. They've got to show me a whole lot more than potential before I lose sleep over them.

Sure there are risks in Cymer, name me one stock that doesn't have any. I've seen too many worriers miss out on great stocks because they couldn't weigh the risks versus the potential rewards. These aren't stupid people they just don't have the guts for this type of investment.

I can see lots of risks in Cymer. Competition from LP or Komatsu doesn't head the list but should be discussed anyway. Merrill Lynch put out a report a while back which mentioned the potential competitors. Here is the paragraph. Take note of the part that I put in bolds.

CYMI has three potential competitors: Lambda-Physik, Komatsu and Ushio. Lambda-Physik is a German based subsidiary of Coherent, one of the largest laser manufactures in the world. Komatsu is a large conglomerate in Japan with products ranging from heavy construction equipment to fragile semiconductor wafers. Ushio is a mid-size Japanese company that supplies the mercury lamps for the older generation of lithography technology. All three competitors are much larger than CYMI and as a result have access to greater financial resources. However, all the competitors have only had modest success at best in their respective domestic markets. Of the three Komatsu poses the most significant threat but still faces volume manufacturing issues. CYMI retains three competitive advantages over these competitors: 1. Technology Leader 2. Volume Manufacturing Leader 3. Largest Worldwide Sales Support Infrastructure.

When the LP Clippers win a few more games, I will give them more thought. Until then, I am not selling my Cymer.
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