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

To: Dale Knipschield who wrote (23722)	12/3/1999 3:00:00 PM
From: WTSherman	Respond to of 25960

<I guess my point is, if we want to be saved from the awful clutches of CYMI stock ownership, we can do it without your "well intended" help. Thanks for trying to save us, though.< I must respectfully disagree. The last thing that I would hope this thread becomes is a cheerleading section for CYMI. Let everyone who has intelligent thoughts about the company, the market, the competition,etc., express themselves. Even if some of this info is biased I'd rather hear it and sort the wheat from the chaff myself than have you or anyone else drive out this kind of content.

To: Dale Knipschield who wrote (23722)	12/3/1999 3:04:00 PM
From: Rob-Chemist	Read Replies (2) \| Respond to of 25960

Dale - I am not trying to either spam anyone or say that COHR is superior to CYMI, merely trying to stimulate a discussion (also, see below). CYMI clearly makes a superb product that lacks any significant defects (i.e., it is reliable, accurate, etc.), otherwise they would not have become as dominant as they are. However, since I do not know very much about the technology of high power lasers, I cannot meaningfully comment on this aspect of the respective products That said, the interesting question is what does the future hold for CYMI. The many posters on this thread who believe in the CYMI product may well be correct, and COHR (and Komatsu) may never amount to more than an anthill. Alternatively, COHR (or Komatsu) may become a significant player in this area. Finally, it is possible that within a couple of years semi manufacturing as we know it may no longer exist. For example, it is now possible to build devices using self-assembling monolayer technology. Since this technology does not require lithography, both the CYMI and COHR lasers would be roadkill if a research group made a massive technological advance and learned how to make very small devices reliably using this methodology. Admittidly, the chances of this are very small based on todays state of the art monolayer technology. From my own perspective, I think that it is important to consider all potential outcomes and, most importantly, future technologies in deciding investing stategy. For full disclosure, I presently hold very small positions of equally minute financial value in both CYMI and COHR, and thus it is not financially advantageous to me for either company to "lose" to the other. (Although, I would be none-to-pleased if Komatsu ended up winning!)

To: Dale Knipschield who wrote (23722)	12/3/1999 3:20:00 PM
From: Jerome	Respond to of 25960

" If not, how about taking your Coherent spam...." I would hope that anything that materially effects Cymer, near term or long term would be a suitable topic of discussion on this thread. But then again others think differently Jerome