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Technology Stocks : Cymer (CYMI)
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To: Mani1 who wrote (21561)4/2/1999 9:46:00 AM
From: Investor2  Read Replies (1) of 25960
 
RE: "And which part of this is new? All these statements have been true for at least 18 months."

I didn't say that any of it was new. Rather, I've been seeing claims like that for some time now, which is why there is question in my mind as to the durability of CYMI's "monopoly."

Re: "Cymer has invested an enormous amount of money building their world wide support infrastructure. That can not happen over night and as far as I know neither Lambda nor Komatsu have even started to do this."

I'm not an expert on the quality or quantity of Lambda's/Komatsu's world wide support.

cohr.com

Don't get me wrong. I like CYMI's prospects going forward. However, CYMI's "monopoly" is probably priced in to the stock and if the "monopoly" disappears, the stock price will be affected.

Best wishes,

I2
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