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Technology Stocks : Cymer (CYMI)
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To: Sid Stuart who wrote (17247)4/29/1998 10:52:00 PM
From: Curlton Latts  Read Replies (1) of 25960
 
Sid: You're only getting 10 masks because the competition is paying a 30 % premium to get 50. He's glad to do this because he knows that pretty soon, after he's taken all the market share, he doesn't need to worry about you being a viable competitor anymore.

This same scenario is being played out in other markets all the time, including who gets in the que for lasers. Nikon tried to corner it but failed. The end result is CYMI gets to raise prices. One way or another the entire $170 billion semiconductor industry will end up transitioning to the new technology. The game remains the same only the pockets change. As someone said this is nothing more than a transitional speed bump.

Good Luck To Each And All

Curly

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