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Technology Stocks : Cymer (CYMI)

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To: Katherine Derbyshire who wrote (20831)1/31/1999 5:37:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
Katherine,

Here I go butting in again...

CYMI has established its dominant position for several reasons.

1. It's got the products that its customers need now.
2. It has ensured that they're the best quality from a variety of quality and performance measures.
3. It has evolved the most responsive and most global customer support organization.
4. It has supplied the best "value added".

Like INTC, others have tried to catch up or surpass CYMI. To date, none have. (As judged by success in the marketplace.)

But it's also your money at risk if you choose to invest with your heart rather than your brain.


Here I suspect that the judgment is unduly harsh.

Just like a Grade I Thoroughbred winner, a champion investor does better with numerous qualities. Heart, being one of them. Not the only one, but one of them.

Curlton has certainly demonstrated more "heart" than any other CYMI investor on this thread. IMO, he also has shown substantial professionalism, stamina, class, etc to get to this race and remain a leading contender to take home the lion's share of the purse.

FWIW,
Ian.
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