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

To: Jerome who wrote (24294)	2/16/2000 10:45:00 PM
From: orkrious	Read Replies (1) \| Respond to of 25960

I hope you are right. It would be nice if CYMER was mentioned in a few of these press releases. Doubt and uncertainty will hold back a stock until the situation is clarified. Jerome, you seem to be overly worried the last couple of days. Are you feeling okay? Are some of your stocks running against you? <G> Every quarter these fears are discussed in the CC's. Everyone acknowledges that others will sell a few lasers. Akins has said that the low end doesn't necessarily need CYMI's performance and competes on price. He has said CYMI is intentionally walking away from this business. If the customer doesn't want to pay for CYMI's superior performance and service, they can buy from the other guy. Many analysts have compared them to INTC until the last year. There will always be an AMD or Cyrix around, but they really don't hurt you. (Even lately, as AMD has gained some share, they aren't hurting INTC.) Anyway, nothing to worry about. We are keeping our dominance. As Backfill stated a few posts ago, it won't be easy to lose it. CYMI's management is top notch. They are staying ahead of everyone. (Also, don't forget, they employ 2/3 of the world's brainpower in this area.) Jay