RALLY THE TROOPS!
I asked Andrew Vance (of the "General Lithography" and "Stock Swap" threads) to help us out in our search for truth and security in our investment. Please see post:
techstocks.com
" Andrew, my friend..
Sorry to bother you here.
There's some pretty serious hysteria over on the Cymi thread, as you can imagine. It smells like money to me, and I doubled at $26. But just to make everyone of our friends on the thread a little more secure, would it be possible for you to carry out the following experiment to verify Cymer's monopoly on these lasers?
Please call ASML, Nikon and Canon and ask for general prices and
delivery times for DUV steppers equipped with Cymer, Komatsu and Lamba lasers.
1. If the stepper companies tell you that you are asking a silly question and that they only offer systems with Cymer lasers, then we know that Cymer will be safe for quite some time.
2. If they offer prices for all three, but steppers with Cymer lasers are cheaper and available with shorter delivery times, then we still have some safety margin.
3. If they offer prices for all three, and there is no appreciable difference in price and delivery, then we are in trouble.
I know you are a busy man, but could you take the time to contact the stepper cos for some ballpark figures?
If we are able to buy busloads of Cymer at $20 - $30, and in 3 years it hits say $200, then we are in the MONEY!! If this pans out, I will definitely show you a good time in Kyoto or Tokyo, Japan next time you come out for Semicon.
Looking forward to your help..."
If Andrew gets this info for us, it will be highly valuable. It would be nice if some of the other serious investors here could also put out a personal request for him to help us out.
Best regards,
THC |
