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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (21470)	4/1/1999 1:05:00 PM
From: Investor2	Read Replies (2) of 25960

Bob, this is the kind of thing I was speaking of when I said I was seeing more information about possible competition. "Cymer currently has three significant competitors in the market for excimer laser systems for photolithography applications: * Lambda-Physik, * Komatsu, Ltd. ("Komatsu") and * Ushio. All of these companies: * are larger than Cymer, * have access to greater financial, technical and other resources than does Cymer, and * are located in closer proximity to Cymer's customers than is Cymer. Cymer believes that Lambda-Physik and Komatsu are aggressively seeking to gain larger positions in this market. Cymer believes that its customers have each purchased one or more products offered by these competitors and that its customers will continue to actively qualify these competitors' lasers in their search for a second source.* Cymer believes that Komatsu in particular has been qualified for production use by chipmakers in Japan. Cymer could lose market share and its growth could slow or even decline as competitors gain market acceptances." Best wishes, I2

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