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

To: Ian@SI who wrote (22851)	8/10/1999 2:58:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Ian, the "Litography" solution is just that big, and will eventually grow at no more than the market in which it operate, if that growth is what strategically they are satisfied with over the long range, then fine. Remember however, that any strategic move to lessen corporate survival on a single technology or a single set of customers, will take a good minimum of three years to implement (if not more), thus, as a corporate planner, you would want to make sure that you do not have all your eggs in a single basket. Remember CYMI is far from being the declared winner in the EVU segment at this point in time. Their brilliant issuance of the convertible debt two years ago put them in a financial position where they can afford to start and look for additional activities. They must still have a very good portion of this cash intact, and the core business should be in positive cash flow mode, thus allowing for diversion of some resources. Zeev