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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (21579)4/6/1999 8:35:00 AM
From: orkrious  Read Replies (1) of 25960
 
Good post on CYMI on Justa's thread

I suspect that within the next few days we will see the return of the CYMI scare posts. No big deal to me. I know CYMI will lose market share. They have nowhere to go but down in market share <g>. CYMI has freely admitted this prospect and second sourcing in this sector virtually guarantees it. Competition is natural and will it always pose some risks but competition can be very beneficial to CYMI. I am impressed in the manner they handled the downturn. No R & D cuts and no real marketing cuts either. They increased their service scope and power as well. They have established a value added selling point to their product. This has been overlooked IMO by many people following CYMI.

Message 8720753

Jay
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