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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Sam Citron who wrote (3265)11/2/1997 9:07:00 PM
From: Justa Werkenstiff  Read Replies (2) of 10921
 
Sam and all:

The Fleckenstein blurb on Cymer is just another short seller's tale in a corrective bull market. GE makes light bulbs; Cymer makes lasers. I believe the techology will be around at least through .10u at this time. DUV is rapidly becoming the litho tool of choice and necessity for .25u and below. Once there is an installed base, engineers will find a way to get maximum use out of the product life cycle as has been done with other litho tools. See Andrew Vance, et al. It is hardly going away; it is just beginning.

Cymer executives project 40% growth in sales revenues for 1998 in a recent NYT article. I think VLSI numbers support this projection for years to come. Cymer has a near monopoly position akin to Intel's at between 80 and 90%. They are the laser of choice at this time. There has been no third party confirmation of an better laser than Cymer's to my knowledge. And as time goes by and Cymer establishes its presence in the fabs, it may well be too late for other to catch up.

Cymer's price fall has made it one of my favorite forward PEG selections in semi-equipment sector. I view CYMI as a no-brainer at this price of $23 per share.
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