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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (16750)4/20/1998 9:51:00 PM
From: DTselentis  Read Replies (1) of 25960
 
Everything I've seen or read about Komatsu has not been very positive. Oh, they make one hell of a tractor-- but who knows about DUV lasers.
In past Cymi conference calls Cymi management has all but called them liars-- always announcing how great their laser is -- better in all respects to Cymers but never having their machine independently tested for verification of capabilities.That's why Cymi has always considered Lamda as their main competitor.
At the recent SPIE conference the Komatsu "exhibit" was awful---- a 4th grade class could have done better--- yes, some tractor photos on a 2' x 2' tabletop but not much laser info.The one sullen Komatsu rep slung back in his chair wasnt exactly reeling them in at the booth.
Given their past history of false announcements and the lack of accountability in Japan for same, who knows what in that press release is true or not.
If they have sold a few lasers in Japan wonderful. We know that all suppliers want a back up so they are not held hostage to one supplier and this has been stated before in various annual reports.
From all thats been reported they have long way to go to before they are a serious competition to Cymi.
I'm sure this issue will come up and be addressed in the conf call.

Dennis
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