Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Yousef who wrote (11317)	12/10/1997 6:27:00 AM
From: ForYourEyesOnly	Read Replies (1) of 25960

Dear Yousef, Thank you very much for taking the time to update us on your meeting with Nikon. I agree, the prospects do look good for Cymer. I think that we need to keep an eye on the overall growth in the DUV tool market, and growth in the market share of competitors' lasers. Are you currently holding Cymer? What companies are you currently holding/buying? I notice that you post a lot on the AMD thread, might that be your place of work? What are your thoughts on the timing for the implementaion of Cu metallization, and the companies that will win the race for Cu deposition systems? Semitool seems to be positioned well in this market. I know that a few Japanese companies are going to go into ECD, but they should be way behind SMTL. Oh, I should warn you that since your post included some comments that could be interpreted as bearish on CYMI, you may have to face inquisition by the CYMI witch hunting brigade. Be warned! Good luck, and thanks again for your help.... THC

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