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Technology Stocks : Cymer (CYMI)
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To: Char Govar who wrote (16002)3/24/1998 10:00:00 PM
From: FJB  Read Replies (1) of 25960
 
Char,

Very funny. I think Cymer should learn from other pseudo-monopolies' mistakes and triumphs. On the mistake side, always treat your customers with respect and always do right by them. On the triumph side, use size(production-wise) and support infrastructure to reinforce the reality that noone can replace you as a vendor. I would also take Microsoft's cue of tempering expectations, so you always surprise on the upside(I think a lot of tech companies do this now).

Anyway, it's nice to own stock in pseudo-monopolies. They do very well over time.

Bob

PS Cymer can also dangle the carrot of the best technology in its market.
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