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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (146879)	5/5/2002 9:42:45 PM
From: Mani1	Respond to of 1571723

Re <<CYMI has outperformed the semi equipment sector for the past year. Why do you see that changing? >> Because Cymer has near 80% market share. For Cymer to sell any more lasers, other vendor need to sell other tools for that line. Cymer has outperformed because ASP for its lasers has gone up from 500K to 800K, that trend will not continue. Re <<I thinking of CYMI for a long term hold in my 401>> Then I would not buy it at all, wait for the next downturn and you should be able to get it for $20. Don't follow the herd and stupid analysts. Re <<Frankly, I am more comfortable with a CYMI than I am with an EMLX>> Very different stock. EMLX only has a small part of the expanding pie. Cymer has the whole pie. Different sector, different issues, different everything. Mani