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Technology Stocks : Cymer (CYMI)
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To: Katherine Derbyshire who wrote (20833)1/31/1999 6:23:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
Katherine,

I suspect that more apologies are due to you rather than from you. Again, as a seasoned web surfer, perhaps some of us believed you to be among the most resilient. (I still do.)

I don't believe that I'm rationalizing when I conclude that:

1. CYMI is producing 248 nm because that's what's in demand.

2. LP and Komatsu are developing 193 nm because they've given up on 248 nm market.

3. When the marketplace is ready for 193 nm CYMI will again have the best product and take the lion's share of the sales.

And I'll promise to try to be more considerate. Your posts still contribute at least 100 times the value of the next best information provider.

For those, and even for your contrary opinions on CYMI, thank you.
It's far too easy to fall into the trap of believing the current trend will continue forever. Your voice will be much needed going forward.

Ian.
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