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 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Robert Douglas who wrote (10107)	1/26/2002 1:59:21 PM
From: Cary Salsberg	Read Replies (1) of 10921

RE: "...Cymer is entering it's glory days and that its earnings will explode during the coming cycle." Correct my impressions, please! CYMI sells a $400k laser to 3 customers who place it in a $6-11M lithography tool. There are reasonably accurate estimates of the number of lithography tools to be marketed over the next few years and only one of the three customers has had an aggressive growth program in place over the last decade. Even if CYMI doesn't lose some market share to competitors, how does a company "explode" when its customers volumes will not.

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