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

To: Robin who wrote (25698)	3/18/2002 4:33:38 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 25960

Thanks for the enlightenment. I have a couple of question if it is not too much trouble. > As one here pointed out, the Raptor technology does not do much for improving earnings overall, but does give Cymer a deathgrip on market share for at least the next five years. Why is that? Is is because the present power hungry systems that you are described good enough to answer the needs over the next 5 years? What does it take for fabs to abandon the competitors and redirect all new purchases to Cymer? My other question is about the competition. Do you know if they are developing similar systems? I am unclear as to how much of grip Cymer can have with the Raptor systems. If most customers do not really need them until a few years into future, that gives the competition time to catch up or perhaps even improve on the counterpart. thanks, ST