Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (10086)	1/24/2002 9:40:47 PM
From: mopgcw	Read Replies (1) of 10921

>>I am saying that a subcontractor with 3 customers, >>competitors, and only moderate barriers to entry should >>not be on a list with AMAT, ASML, KLAC, and NVLS, the >>best of the semi-equips I beg to differ. true, a small client base and niche product, that lacks the diversity leverage of an AMAT. on the other hand Cymer has eaten the competitions lunch -- much more so than AMAT, who remaining has a truly marketable, production quality product? Cymer dominates the niche for a reason. further i am not sure sure there are only moderate barriers to entry -- especially as cymer keeps bringing on the next gen. consequently, given their dominant market position in an admittedly niche market, i would argue they are one of the surest movers as well at this time. will they always be compared to AMAT etc -- given the niche market exposure? probably not. thus more long-term risk than AMAT. something to chew on. george

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