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Technology Stocks : Gorilla Game

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To: Backfill who wrote (113)4/20/1998 7:57:00 PM
From: Mr. Sam   of 387
 
<<Seems to me Cymer (CYMI) is one of them Gorilla's
Large market share on an enabling technology.>>

The lasers that Cymer makes do represent an area of explosive growth with high barriers to entry and proprietary standards. I'm not sure there is a sufficient value chain there to call Cymer a gorilla, though. I do own Cymer and think that it's a great company, but I'd be interested in others' comments about its gorilla candidacy.

Profitable investing,
Mr. Sam
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