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

To: Mason Barge who wrote (7721)	11/1/1997 10:57:00 AM
From: IRA ZOHN	Respond to of 25960

Cabot has in the past made mistakes by selling too soon then realizing his mistake and BUYING back later. He has done this with Presstek. He first bought and then sold because of a %20 loss. He then bought back when the stock was gaining momentum. This could happen again. Just note of encouragment. Ira

To: Mason Barge who wrote (7721)	11/1/1997 11:49:00 AM
From: mauser96	Read Replies (2) \| Respond to of 25960

I'm sure that Komatsu will eventually be a real competitor. However I don't think this is bad for Cymer, assuming they do their homework and provide good solutions to fab managers problems. Put yourself in the shoes of somebody spending over $1 billion to build a fab. The sucess of the fab operation is essential to corporate survivability. Would you like to intrust your job and the corporation to a single supplier of an absolutely critical item? What if the had a strike, or their plant burned down? I think you would like a second supplier in case of emergency. The real problem is to get enough production lines committed to the kind of architecture that needs DUVL. Then competitive pressures will force all the other semiconductor makers to join the rush to deep UVL. Cymer should get it's share. This threat of competition is a big factor holding down CYMI, but if you think about it competition is not only inevitable, it is good for the industry. The industry leader with the biggest volume always has an advantage. Go Cymer!