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

To: FJB who wrote (24969)	6/20/2000 2:46:00 PM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 25960

R grutza, Heres the second installment of MSDW -the komatsu part: Komatsu (6301-¾661-SB) Laser Business Negligible; Maintain Strong Buy Minoru Kawahara  We believe: 1) a joint venture between Komatsu and Ushio in lasers has caused confusion among Komatsu personnel; 2) Komatsu would no longer continue its after-service business in lasers; and 3) Komatsu could lose further market share in lasers.  Komatsu counters these comments: Its developers wanted to join the joint venture with Ushio, and Nikon and Canon want to control the after-service, effectively barred Komatsu’s entry into that field.  A lack of any type of commentary from the client side prevents us from arriving at any final judgement on the matter, but at this point, Cymer’s (CYMI-$47-SB, covered by J. Deahna/S. Pelayo) comments appear one-sided.  We maintain our Strong Buy rating. Regardless of the accuracy of those comments, however, the contribution from Komatsu’s laser business is still negligible. TI2