SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Maxwell who wrote (8456)11/6/1997 9:55:00 PM
From: JRGEE  Read Replies (3) of 25960
 
Maxwell, I believe it was you who mention a great concern about Kamatso's lasers. Well, I have reason to believe that they are sending them to the stepper companies to test. It seems that their cost to maintain the lasers is much less than Cymer's.

My question to you and the board are the following. If Kamatso's lasers are as good as Cymer's, how many can they produce next year and the following year. Best case scenerio. Will the Japanese, force Nikon and Canon to buy from a Japanese supplier or will they be able to buy Cymer. Katmatso being better capitalized and diversified sale the lasers at a loss inorder to capture market shares from Cymer? What is the cost of a Kamatso laser?

I am concern about how this can impact Cymer. I know what management has said but I do not trust the Japanese.

PLEASE TAKE THIS SERIOUSLY,

Ray

PS Nothing will matter if Cymer does not watch out for the competition. The A-Team has not taking them seriously in public and I do not like this.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News