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Technology Stocks : Cymer (CYMI)

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To: dwight martin who wrote (16596)4/16/1998 2:46:00 PM
From: Mr. Aloha  Read Replies (2) of 25960
 
I don't think the competition, if we want to call it that, will be an issue.

Cymer has a huge lead in terms of actual product testing and service etc..

I would think that there is plenty of room for two+ players with the kind of demand we will have for DUV in the next year or so.

A news release about (ONE) shipment is something Cymer probably put out a few years ago.

Cymer said L-P had some smart engineers and that the fact that Cymer came in a basically took their market away, made L-P a company to watch in the future. I view L-P as a very intelligent company without the marketing drive of Cymer.

Aloha
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