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Technology Stocks : Cymer (CYMI)
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To: Matt Webster who wrote (14809)2/18/1998 7:10:00 PM
From: slob  Read Replies (1) of 25960
 
Matt, From my perspective CYMI might have a MONOPOLY but what use is this when you only have one or two possible customers. Lets face it this is a critical building block for a 0.18u stepper but it's just one critical part in a large system. From my experience it is very difficult to be profitable supplying one part for a single customers system, the system guy always has the greatest price level, so if you want to ship parts you met his price.

Anyway thats my opinion and the reason that I have avoided buying CYMI.

Slob
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