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Technology Stocks : Cymer (CYMI)
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To: Katherine Derbyshire who wrote (20808)1/31/1999 12:59:00 AM
From: Curlton Latts  Read Replies (1) of 25960
 
Hi Katherine: First and foremost, welcome back to the CYMI thread. It is a pleasure to have a distinguished industry journalist here. The quality of information resources from experts such as yourself is why many of the other quality posters here such as Robert Grutza patronize this thread.

With respect to CYMI's known monopoly Robert's post does a very succinct and accurate job. I would also point out that it is known and documented (see Merrill's 12/8/98 report for example) that CYMI, as of last count, had 522 DUV lasers in production at the end users. Lambda and Komatsu COMBINED had only 10 at the end users for testing purposes. The way the wacky calculator I use calculates that - even giving the 10 full credit - is 522 out of 532 = 98.1%, for Cymer!!!!! That sounds to me like a great monopoly and is why we're seeing ASPs for CYMI growing so dramatically.

CYMI has an aggressive demand pull program in place with the end users to maintain its dominant monopoly position. CYMI has built an extensive worldwide service/support network that isn't even contemplated by Lambda and CYMI's dramatic cost-of-ownership reduction plan has made manufacturers "insist on Cymer"

In short Kathrine - CYMI inside is the only game in town. i.e. monopoly!

Good Luck To Each And All

Curly

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