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

To: Berk who wrote (24706)	4/19/2000 3:03:00 PM
From: Robert Douglas	Respond to of 25960

Granted that AMAT is the gorilla but CYMI has almost monopoly status in its niche and you would think that as we enter the "sweet spot" in the expansion cycle for CYMER's products it would be at a premium. Cymer is a monopolist yet it isn't close to earning monopoly profits. Why this is so I haven't figured out yet. If the sweet spot comes and goes and the company doesn't earn these margins, then the opportunity will be lost. How long do we have? Another year or so?