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Technology Stocks : Cymer (CYMI)
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To: Patient Engineer who wrote (6776)10/27/1997 12:12:00 PM
From: Sorin A. David  Read Replies (1) of 25960
 
While I am not very experienced in the Japanese market, what you are saying sounds very probable. THe problem I see though is that Komatsu doesn't have the volume to produce enough lasers to satisfy the local customers so Cymer could (in theory) tighten the screw. The problem with that would be that it would hurt the very sensitive feelings of those japs. It would be a tight rope, but from what you are saying, Cymer would be well adviced to start to negociate it.

On te other hand, Cymer would be more or less alone if they denominated their receivables in any other currency than US dollars. I would not even conceive anything else since it would be suicide.
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