Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: acidman who wrote (18880)	7/31/1998 2:52:00 PM
From: beanman	Read Replies (4) of 25960

Looks like we opened up a can of worms. I am not negative on Cymer, more positive on Coherent. Complacency breeds disaster. $4 million of orders for Coherent vs. $24 million for Cymer looks like 15% mkt share to me without including Komatsu, which would make it worse for Cymer's mkt share. Like I said yesterday, there is plenty of $ for all three, I just hate to see people get blindsided because of denial, I'll just about guarantee you that the tone of these discussions is going to be different by the end of the year. It will sound more like where does Cymers mkt share erosion stop? beanman

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