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Technology Stocks : Cymer (CYMI)
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To: Darryl Olson who wrote (18877)7/31/1998 12:49:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
The concerns around potential Komatsu and Lambda competition surface because there is no real competition from them now, but fear finds a way to imagine they will be major competitors soon. With Cymer increasing its product development and support lead, the company is solidifying its position as THE DUV supplier.

With the news of accelerating 0.18 development, CYMI should be seeing increased orders sooner rather than later. This will bring back the situation in which DUV manufacturers will have to make commitments to prioritize their orders with CYMI. As soon as it becomes readily apparent that bookings will be increasing, there is likely to be a scramble for the entrance. Given the positive words from Intel and AMAT, I think it may happen by the end of this year.

Baird
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