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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (18845)7/30/1998 6:14:00 PM
From: MRothaus1  Read Replies (1) of 25960
 
<<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. >>

This was the precise argument my broker made to me 4 years ago when I was considering buying AMD instead of Intel. He showed me a report with R&D spending numbers. Intel spends 7 times as much on R&D as the rest of the industry COMBINED! Needless to say, he was right (even though Intel was going through the Pentium bug fiasco at the time).

If you are going to invest in a DUV company, then certainly buy the dominant player, which is Cymer.
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