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Technology Stocks : Cymer (CYMI)
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To: Andrew Vance who wrote (23965)1/15/2000 2:11:00 PM
From: ScotMcI  Read Replies (1) of 25960
 
My biggest fear is that CYMI succumbs to a takeover attempt prior to it reaching full valuation. Right now, CYMI is still undervalued relative to its peer group of stocks (suppliers of components to the Top Tier Equipment providers). As a strategic move, someone might step in an try to put CYMI under their wing.

It seems to me that if Cymer were taken over by a stepper manufacturer, all of the other stepper companies would run to the competition. Cymer is in the delicate position of knowing a great deal about the business plans and technology of their customers, and those companies would avoid letting the competition have than info at all costs. Not that it couldn't happen, but if it did, I think there'd be a drastic drop in sales. Perhaps that would make a takeover too expensive a proposition. I hope so, since as an investor I think Cymer will do much better for me as an independent company.
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