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Technology Stocks : Cymer (CYMI)

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To: D. K. G. who wrote (6088)10/23/1997 8:14:00 PM
From: FJB  Read Replies (2) of 25960
 
I thought the conference call went great. Management is a class act. I agree that future reports out of Japan should be taken lightly. In the call, management said that LP and Komatsu have claimed for years that their lasers have better specs. Well, look where those claims have gotten them. By the time competitors match the performance of Cymer's first generation products and are able to build them with the same skill as Cymer, the company will be on their next generation KrF laser(pulse stretched with multi-KHz frequencies). Cymer is already claiming that their ArF laser, which I would guess commands a higher price tag than KrF, is better than the competition's. If these guys say so, BELIEVE THEM.

Those that hold the stock for the next several years will be greatly rewarded. Don't mess with the "A-team"!

Cheers,

Bob
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