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Technology Stocks : Cymer (CYMI)

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To: Pink Minion who wrote (25695)3/14/2002 9:23:49 AM
From: Robert Douglas   of 25960
 
Don't they have something like 80% market share? Not much competition to kill.

True, but there still are two competitors who can cause problems. The last thing Cymer wants to do is start competing on price. That's why technological superiority is so important to them. If this is a slam-dunk technical advantage, Cymer may have assured themselves of a near monopoly for a long time to come. More importantly, from an investor's point of view, is that profit margins can rise as pricing is not a consideration.
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