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Technology Stocks : Cymer (CYMI)
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To: Nevin S. who wrote (25200)10/16/2000 7:22:51 PM
From: Zeev Hed  Read Replies (1) of 25960
 
Nevin, that is a tough one and I have often thought about it. I came to conclusion that in its current "format" CYMI is not a good acquisition for AMAT, and that because AMAT really is in the business of full system integration. They rarely provide to others elements (like excimers) that are then integrated by others.

I thought that maybe ASML or another stepper manufacturer could attempt such a take over, but that will put them in a situation of being a critical supplier to their competitors, something the competitors would not like and would react with either an anti-trust suit or by supporting a nascent alternative excimer supplier. This will of course decrease the future value of CYMI as the controller of "its space".

Zeev
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