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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (24331)2/24/2000 11:59:00 PM
From: Dale Knipschield  Read Replies (1) of 25960
 
Curly,

<Sittin is the key. Sittin tight.>

Or buying more CYMI....especially at these discounted prices.

Check out the following article. (Sorry if its been posted before.)

edtn.com

We've had some posts here suggesting that LP has been making some inroads (Heaven forbid!) into CYMER's territory, selling a handful or so of lasers. My viewpoint is that competition is probably good for everyone, although it may reduce margins somewhat. However, based upon articles such as the above, IMO, laser demand is increasing to the point that we are looking at a win-win situation for all players, ESPECIALLY CYMER. And I doubt if ASP's will come DOWN in a surging equipment market like this.

Adding to CYMI in the mid 50's.......

Regards,

Knip
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