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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (21497)3/26/1999 1:27:00 PM
From: Doug Skrypek  Read Replies (1) of 25960
 
I should have clarified things better. The vendors (probably looking to shake CYMI down) are threatening to utilize other light sources.
Their main problem is the cost and longevity of replacement parts. If Lambda parts last longer and cost less that would be a major threat to Cymer. Once again this may be an act in order to get better prices from CYMI, but either way margins will be hurt. I have traded CYMI a bunch of times over the last two years, I could care less if the price goes up or down, I trade without listening to the noise. I stated information which was passed on to me, but people on the thread don't want to hear anything other than bullish hype. Once again I am neither bullish, nor bearish. I don't care whether CYMI goes up or down.
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