SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Katherine Derbyshire who wrote (20831)1/31/1999 9:53:00 PM
From: Zeev Hed  Read Replies (1) of 25960
 
Katherine, I also believe that CYMI is failing in broadening their base from the light source business. One of these days (within 10 years, and the market will pay attention much sooner), they may find themselves manufacturing "wooden wheels" for Alpha Romeos. I would have liked to have seen them exploit the recent decline in the semi equip. to make some wise acquisition at bargain prices (they surely had the fund if not the stock price). The lack of visibility of a long range strategic plan to continue and serve their base of customers, or expand this base into the future is going to eventually hurt them IMHO.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News