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Technology Stocks : Cymer (CYMI)

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To: H James Morris who wrote (16485)4/13/1998 2:28:00 AM
From: FJB  Read Replies (2) of 25960
 
H. James,

RE: how long can a Amat go without selling a laser or a Cymer laser.

Forever, they are in the systems business. It would be more likely that they purchase a stepper company than a component company and Morgan showed little interest in purchasing a stepper company in the interview you posted. I don't see any good fits for Cymer as an acquisition target. Although, if I were Jack Welch, I may look at the company as attractive. <G>

Bob
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