Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (10109)	1/26/2002 3:28:07 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

I checked the CYMI web site and I will correct my previous statement to a $400-800K laser in a $6-11M lithography tool. Cymer has an 82% market share. Since their customers are Dutch and Japanese, it is significant that their competitors are German and Japanese. I wonder how you compare CYMI to their biggest and most successful customer, ASML. Why do you think they are the only "producer able to produce in quantity" when 18% of the market is served by 2 competitors? 1000 units isn't much unit growth, but the units are getting more expensive.