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Technology Stocks : Cymer (CYMI)

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To: TideGlider who wrote (14391)2/7/1998 9:58:00 PM
From: TI2, TechInvestorToo  Read Replies (1) of 25960
 
Why do you think the service side is difficult for the competition? I believe that it is incredibly important defense for CYMI to have great service ( and great new products) to serve as barrier to competition.

I thought I remembered from earlier posts that the Asian customers were not happy with service quality. Can any one comment?

I don't know if you have been to Asia, but they set the standards for customer service. US companies struggle with this cultural bias. Komatsu is huge and understands this issue.

Similarly, Lamda is owned by Coherent who is huge with a global service system.

I believe the competition is well positioned in this regard.
Comments?
TI2

PS: Thanks for the SVGL link, its quite good. Still reviewing.
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