All of the other candidates have too many unknowns about their ability to be used in real world mass production.
Lucius.....Good Point.....IMO....Ideas are a dime a dozen....prototypes....may be fine in the lab but unrealistic in practice due to finance, experience, resources, geography ect......
All of the naysayers looking for a new cheaper, more efficient, credible technology...might as well start to Back the Coca-Cola of the Lasers.........and try to improve upon it 10 percent.....I think, Cymer has the best chance of improving their technology 10 percent....In fact....I think they have the best chance to improve their technology 50 percent,,,,Can you say....MARGIN IMPROVEMENT?
We have the technology, we have the resources, we have the experience, we have the product, we have the accellerating market, we have the financial backing, ,,,,,,,,
The story is very compelling at this point........No reason to trumpet this story at this time.....Let the sellers sell themselves out....Let it move up quietly......I can tell you one thing.....W. Buffett....would not be screaming BUY at this point....Even if He was doubling his position on every point downtick.....He would Not have the WORDS......INCREDIBLE STORY......pasted across his forehead....
IMO,,,,Anyone with Faith in this story and (tongue in cheek us of the word) "inside perspective"....is keeping cephalo Orifice Shut.......and Buying the CRAP out of it.....
IMPRISTINE>.... |
