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Technology Stocks : General Lithography
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To: Cary Salsberg who wrote (601)9/12/1997 9:42:00 PM
From: Ian@SI   of 1305
 
Cary,

No argument whatsoever. There's room for more than 1 supplier. Unless CYMI slips up in some substantial fashion (at least as bad as INTC's floating point fiasco), I believe they will be the Intel of the DUV laser business. That doesn't mean that Komatsu or Lambda Physik (AMD, CYRX) will go bankrupt, just that they get leftover crumbs.

A lot of reasons for my belief:

1. I bought some shares on Monday.
2. My overwhelming influence.
3. and a distant last: because they were there first with the best laser.

ROFLMAO,

Have a good weekend,

Ian.
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