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

To: orkrious who wrote (24116)	2/1/2000 1:32:00 PM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

>>the lemmings followed Fitzgerald over the cliff, while the smart money was snapping up their shares. We're going higher, much higher<< The institutions have been buyers and continue to be buyers. It is hard for them to get in without moving the price up significantly. The amount of BS flying around this stock has gotten so thick it is becoming almost a foregone conclusion that it is gonna be a huge winner. Of course the phenomenal earnings growth and superb fundamental conditions provide further impetus to that destiny. The teeth gnashing and whining is turning into a roar. The roar spells BUY. When the squealing heightens like this the odds are on the stock to win to the upside big. A satisfying bet. Good Luck To Each And All Curly ~~~~~~^^ [6.6] ......> [_]

To: orkrious who wrote (24116)	2/1/2000 1:55:00 PM
From: Rustam Tahir	Respond to of 25960

After listening to management answer the ML analyst's questions about market share, my response is the same as the Lehman analyst: "Cymer maintained more market share in 1999 than we had expected, and the company's plans to introduce a series of new products augur well for continued market share leadership in 2000." In Korea and Taiwan market share is above 94% Only in Japan is it in the eighties at 84%. CYMI feels pretty confident that the cost efficiency aspect of their lasers will benefit the bottom line more favorably than any initial purchase savings a company might gain from using a cheaper laser. In other words, if Japan's semiconductor industry wants to compete with the world and with the fast growing Korean and Taiwanese foundries and fabs, they will have to temper their desire to buy from Komatsu. So my read on the conference call vis-a-vis market share is that it will remain in the nineties except in Japan which will remain in the eighties. I say not bad. rustam