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Technology Stocks : Cymer (CYMI)
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To: Doug Skrypek who wrote (21496)3/26/1999 1:06:00 PM
From: Zeev Hed  Read Replies (1) of 25960
 
Doug, I would not be surprised at some "defections", but I would guess this would not amount to 50% of ASM systems, they do not ship 50% of their systems into Asia, last time I checked. I was more surprised at the 50% number than the fact that Lambda and Komatsu, will try and establish a foothold (it is often done by giving essentially "freebies" or at cost systems). That was one reason I felt that the ASP recent increases will be reigned back within a year or two. But from that to conclude that CYMI will lose 50% of it shares in the same time frame, I am not sure is realistic, at least not at this point, IMHO.

Zeev
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