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Technology Stocks : Cymer (CYMI)
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To: David Harker who wrote (16751)4/20/1998 5:37:00 PM
From: FJB  Read Replies (4) of 25960
 
Doesn't seem to be a big deal. Komatsu "hopes" to capture 20% of the market in fiscal 1998. Let's be generous and give them 15%, based on the order rates of Lambda they have about 8%, so this leaves Cymer with 77% of the market which is pretty close to historic levels. Of course, if they could capture 50% in two years this would be a coup. I think the probability of this happening is close to nil.

I say follow the money. Cymer's results as the year progresses will tell us whether Komatsu is full of hot air or not.
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