Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 172.27

+4.6%

Dec 19 9:30 AM EST

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To: Cary Salsberg who wrote (3431)	11/12/1997 8:20:00 PM
From: FJB	Read Replies (2) of 10921

Cary, At what point in the future, should I begin discounting Cymer's earnings with the 33% to 50% market share number. It would be unrealistic to use those numbers for next year's earnings(Goto forecasted Komatsu can ship 26 lasers in the Q1 '98) and it might be unrealistic to use those numbers for their KrF product line up at any point(Cymer's competitors might have to concede the KrF market to Cymer and a post from Maxwell has indicated that they are counting on ArF to gain market share). How about 70%, 60% and 50% market share in '99, '00, '01? Bob

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