Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Jacob Snyder who wrote (18292)	6/28/1998 12:28:00 PM
From: Proud_Infidel	Read Replies (1) of 25960

Jacob, Re:3. Why doesn't ASMLF stock track exactly with CYMI? Doesn't improving or declining business conditions for one imply the same for the other? ASMLF has won market share from Nikon and Canon so it's not surprising that its stock has outperformed CYMI. CYMI has really only been able to maintain its monopoly. After grabbing 90%(?) of the market for DUV's, each incremental increase becomes more and more difficult. When the turnaround does happen, CYMI will be in great shape with the move to smaller geometries. Until then, we must muddle though the downturn bloodied and battle scarred. Our day will come! BK

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