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Technology Stocks : Cymer (CYMI)
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To: TechHunter who wrote (21118)2/17/1999 12:46:00 PM
From: Andrew Vance  Read Replies (2) of 25960
 
*AV*--If this is true, they will try to force feed the Kamatsu laser for its DUV steppers. WHOOPS-AMAT does not have a DUV stepper system<GGG>. And if it did have one (rumor has it they want to be in the litho business real bad), they would start at the bottom of the food chain and have stiff competition from Nikon, Canon, and ASML.

So, why would they own Komatsu???

Laser are used for the metrology tools.
AMAT is getting prep'd for the SCALPEL deal years down the road.
AMAT is looking to buy a litho tool from someone (ASML or SVGL)
AMAT is developing its own Litho tool.
AMAT decided to put some of its cash to work by investing in Komatsu.

I think you might be surprised when you find out who owns a piece of CYMI these days. A number of the stepper manufacturers have nice stakes in CYMI. I am concerned but not worried.

The only thing that gives me the "willies" is the unholy slliasnce of ASML and AMAT for the Scalpel technology coming at a time when the "F" was dropped off ASMLF. It would be a real blow if AMAT gobbled up ASML and forced the Komatsu lasers on rthe world.

Just some random thoughts on the subject.

Andrew

BTW-Steve S, aren't you glad you wrote and asked about CYMI yesterday, only to get the answer you might not have expected?<GG> And then to find the strategy laid out for you in this morning's RadarView?<GG> You could have sold at the open at $23.75 or followed the RadarView comments about acquiring the stock at the open. I love it when the plan comes together and readers profit by those comments. Hopefully, you bought and then saw it go to $28 in no time at all.<GGG>

Nice day-trade of 17% on a no brainer and it probably paid for your subscription in this one trade, and then some.<GGG>
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