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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (22178)6/9/1999 4:34:00 PM
From: Alex Abuin ?+!=$$$  Read Replies (3) | Respond to of 25960
 
This sounds very, very good...

...almost too good. Someone correct me if I'm wrong, I like to think in simple terms: Intel is getting the ball rolling with this new process, and this process will require all new machines, and Cymer has the pseudo-monopoly on the lasers for these machines..right?

Am I missing something or should I put money into CYMI and hold for 2 years? Is this too simplistic? Can this process be caried out without CYMI's lasers?

Alex