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Technology Stocks : Cymer (CYMI)
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To: TI2, TechInvestorToo who wrote (15633)3/9/1998 5:52:00 PM
From: FJB  Read Replies (1) of 25960
 
RE:New higher power 248 laser is 2x price but only 20% more stepper thruput(because of overhead) so customers think new price is unfair.

2X, that does seem a little steep. This is something a monopoly would do. <G>

But seriously, hope they don't upset their customers the way Intel or Microsoft does.

Are you certain of this 2X price for Orion? Are you certain of the $50k/laser every 3 months as a service revenue stream?

If you answer this last question yes, I'll sell other long positions to buy more Cymer.

Bob
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