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Technology Stocks : Cymer (CYMI)

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To: beanman who wrote (18844)	7/30/1998 2:22:00 PM
From: FJB	Read Replies (2) of 25960

Pardon me for intruding on your fascinating discussion with acidman, but have you stopped to consider that Cymer's R&D budget is twice that of Lambda's DUV lithography sales. This does not bode well for Lambda's future product offerings in the DUV lithography area. You may say they have a deep pocketed parent company to support them. However, Coherent seems to be having some serious problems currently. This is evidenced by their recent loss, which I see caught you by surprise. Message 5291393 biz.yahoo.com With respect to Komatsu, I can only quote the analyst from Cymer's CC, "We hear Komatsu's lasers don't work too well." As far as Lambda being a qualified second source at SVGL, this is true. Cymer and SVGL have a long and rather close relationship, so I'm not sure they would stray from a proven vendor like Cymer without extremely good reason and possibly saving some $s on a critical component like the laser doesn't seem like a good enough reason at this point in time. techweb.cmp.com Anyway, good luck with your COHR investment.

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