Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: JBoyd who wrote (19692)	9/22/1998 3:15:00 PM
From: Darryl Olson	Read Replies (1) of 25960

I think a pertinent question is how many years did it take Cymer to get to the point where they made a profit in this market? Answer - I think this was in the range of 8 - 10 years. The next question would be, how long has it taken Cymer's major competitors (Lamda and Komatsu) to generate a profit in this market? Answer - they still are not profitable in this market. In addition, I believe Cymer has stated that they are 12-18 months ahead of Lamda and Komatsu. It would require a Herculean effort and some divine intervention to start from scratch and catch-up. A more realistic scenario would be for a major corporation to buy Komatsu's or Lamda's technology and try to advance it.

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