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Technology Stocks : Stock Swap
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To: Trader X who wrote (10985)1/30/1998 12:22:00 AM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV* -- The conference call spoke of the competition. There are systems that are being delivered from competitors but in very small numbers. Keep in mind that most of the major stepper manufacturers (and that includes step and scan) have an equity position in CYMI. Using a competitor for a second source is nice but you are cutting your own financial throat. Even if they pay more for the lasers (just like they are uping the prices of their own systems) the equity owners make some of it back in price appreciation in CYMI.

You know me, in too soon and out too soon. However, this is my most core competency, lithography, and I KNOW IT WILL PAY OFF. The question is timing. Therefore, I beleive I have a one horse race here and I also have an opportunity to make up for a past error on my part by not having the utmost confidence in my area of expertise and the segments of the market that will excel in that area and backing it up with significant financial resources.

Andrew
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