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Technology Stocks : Cymer (CYMI)
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To: Katherine Derbyshire who wrote (20855)2/1/1999 1:26:00 AM
From: FJB  Read Replies (1) of 25960
 
The DUV laser market is also too big for CYMI's competitors to ignore, especially since CYMI's customers are going to be actively encouraging some of those competitors. I'm not saying that CYMI is going to collapse, by any means. Still, I'll be very surprised if that 98% market share holds as 248 nm ramps up, and *shocked* if CYMI is able to get that large a share of the 193 nm market, too.

Nikon, Komatsu's largest backer, expects Cymer to have 70% market share in the year 2000.

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