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Technology Stocks : Cymer (CYMI)

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To: Cymeed who wrote (10663)11/27/1997 11:27:00 PM
From: Apple12  Read Replies (1) of 25960
 
I am very long CYMI as well. I believe everything you said, although I would comment that CYMI may have a 90% market share like INTC but intel sells a very large quantity of chips. CYMI sells a very expensive product and not really in quantity. Intel upgrades its chips every year or less with a gadget or something like mmx to add to its uppeal. Selling mass quantities as in ecomomics 101 proves to be much more profitable over the long term then small qty. at, very high prices. Coke is the real thing becouse of market share and it is a product that depletes itself after evey use.
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