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Technology Stocks : Cymer (CYMI)

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To: BillyG who wrote (20323)12/4/1998 2:10:00 PM
From: Curlton Latts  Read Replies (3) of 25960
 
Rowan sees strength in DUV equipment sales this coming year and comments that CYMI's 6000 is twice as strong as the next closest competitors machine. The 80% market share number has always been a low number relative to reality - I believe CYMI still maintains 100% market share for actual production units. That being the case, I am not at all surprised to see an ASP of $875,000 and the only question is how much higher that number could jump once chip-makers realize this equipment is critical to their survival.

Santa Claus rally here we come? - Followed quickly with the compounding "January effect" build on. Then - The Master Of The Universe Knucklehead Smith 4.0 Million Shares Short In 60 Days Regardless Of Price Man's Tsunami liquidation from the clamp down on hedge funds initiated by LTCB's failed antics and hedge fund investor frantic flight from like investments.

Just a thought.

Good Luck To Each And All

Curly

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