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Technology Stocks : General Lithography

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To: SemiBull who wrote (1069)	7/16/1998 12:25:00 AM
From: Andrew Vance	of 1305

The best analogy I can come up with is INTC vs IDTI vs AMD vs NSM(Cyrix) for microprocessors. We all know that INTC rules the marketplace and as such, we discount the other companies. That does not mean these other companies could not be profitable in the microprocessor business and make a go at it. It just means that INTC rules the market and it will take more time than Wall Street is willing to factor into today's pricing for the rest of the suppliers to be adequately noticed. The marketshare INTC might have lost a few years ago if there were some decent competitors or threat of competition had little on INTC's price performance. Komatsu and COHR are legitimate competitors but not to the point where I would be worrried about it affecting CYMI's immediate or mid term prospects. When the DUV market takes off, CYMI will pick up a majority of the market and it will be their's to lose. They are entrenced into evey DUV equipment supplier and they have the ability to meet the upcoming ramps required and to support future generations of DUV sources. DUV picks are ASMLF and CYMI for the moment. They seem to be the safest bet. Andrew

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