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Technology Stocks : Cymer (CYMI)
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To: Robert Douglas who wrote (24105)2/1/2000 1:08:00 PM
From: orkrious  Read Replies (2) of 25960
 
Mark FitzGerald at Merrill Lynch has always worried about the emergence of competition. A little while back he was predicting Komatsu would make gains into Cymer's dominant position.

Robert, the lemmings followed Fitzgerald over the cliff, while the smart money was snapping up their shares. We're going higher, much higher.

Pascal Didier answered someone's questions about competition. If my memory serves me (someone correct me if if wrong), he said that Lambda said they had shipped a F2 laser but it wasn't production worthy. It was for material testing or some such thing.

We're currently at 57 and ascending.

Jay
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