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 (10158)	2/6/2002 10:41:09 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

Merrill Lynch raised its rating on CYMI, today. Their analyst said that CYMI has no significant competition. It looks like CYMI will do very well. From time to time, I will plot them against AMAT, ASML, KLAC, and NVLS to see if my "insurance" is costing me and how much!

To: Robert Douglas who wrote (10158)	2/6/2002 3:37:33 PM
From: ScotMcI	Respond to of 10921

The increasing ASPs are the result of Cymer's continued investment in R&D, even in the midst of a big downturn. They keep extending chamber life, reducing exposure times, and increasing reliability of their products. When you can give the customer greater productivity and reduced downtime, you can charge more for your stuff. If memory serves, Akins in the past said that this was one of their core strategies, and they also try to share the benefits with their customers. It appears to be paying off handsomely.